HSBC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹7710 Cr | ₹1526 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 May 2000 | 07 Feb 2011 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | 49% |
Expense Ratio | 1.8 | 2.11 |
Manager | Lovelish Solanki | Mahesh A Chhabria |
ISIN Code | INF084M01AB8 | INF917K01KY4 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 2.59% | 1.59% |
6 Month | 7.7% | 1.1% |
1 Year | 9.68% | 6.11% |
3 Year | 15.65% | 13.54% |
5 Year | 15.32% | 11.43% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 7.54% | 5.07% |
1 Year | 14.09% | 7.01% |
3 Year | 15.24% | 12.61% |
5 Year | 13.56% | 11.1% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.28% | 8.49% |
3 Year | 11.48% | 9.16% |
5 Year | 11.23% | 9.69% |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.2% | 6.95% |
Sharp | 0.96% | 0.77% |
Beta | 1% | - |
Alpha | 1.01% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Lovelish Solanki | Mahesh A Chhabria |
Total AUM | ₹14756 Cr | ₹15021 Cr |
Funds Managed | 2 | 9 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 26.23 | 34.98 |
Large Cap | 51.42 | 35.51 |
Mid Cap | 16.21 | 12.01 |
Small Cap | 4.68 | 17.5 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 22.03 | 34.7 |
Telecom - Services | 1.8 | - |
Petroleum Products | 4.74 | - |
Electrical Equipment | 1.39 | - |
IT - Software | 5.61 | - |
Cement & Cement Products | 2.04 | - |
Personal Products | 2.18 | - |
Construction | 1.44 | - |
Finance | 4.16 | - |
Retailing | 2.88 | - |
Banks | 15.59 | - |
Pharmaceuticals & Biotechnology | 3.7 | - |
Non - Ferrous Metals | 1.61 | - |
Realty | 2.58 | - |
Healthcare Services | 0.89 | - |
Aerospace & Defense | 0.36 | - |
Auto Components | 3.28 | - |
Ferrous Metals | 1.58 | - |
Transport Infrastructure | 2.02 | - |
Automobiles | 1.67 | - |
Industrial Products | 1.81 | - |
Insurance | 3.04 | - |
Diversified FMCG | 1.04 | - |
Consumer Durables | 1.65 | - |
Diversified Metals | 0.69 | - |
Oil | 0.58 | - |
Power | 2.36 | - |
Fertilizers & Agrochemicals | 0.66 | - |
Leisure Services | 0.58 | - |
Metals & Minerals Trading | 0.13 | - |
Consumable Fuels | 0.27 | - |
Minerals & Mining | 0.54 | - |
Transport Services | 0.65 | - |
Chemicals & Petrochemicals | 0.75 | - |
Beverages | 2.24 | - |
Energy | - | 2.98 |
Technology | - | 8.81 |
Financial Services | - | 21.09 |
Industrials | - | 7.87 |
Healthcare | - | 6.65 |
Basic Materials | - | 1.87 |
Real Estate | - | 2.71 |
Consumer Defensive | - | 2.37 |
Utilities | - | 3.73 |
Consumer Cyclical | - | 7.2 |
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