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
| 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) | ₹7427 Cr | ₹1504 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 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.24% | -5.03% |
| 6 Month | -1.06% | -0.41% |
| 1 Year | 10.37% | 9.9% |
| 3 Year | 9.74% | 9.72% |
| 5 Year | 11.78% | 10.17% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.95% | 7.85% |
| 3 Year | 13.16% | 13.56% |
| 5 Year | 12.92% | 11.75% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.31% | 8.47% |
| 3 Year | 11.5% | 8.89% |
| 5 Year | 11.04% | 8.9% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.2% | 5.55% |
| Sharp | 0.55% | 0.82% |
| Beta | 0.91% | 0.73% |
| Alpha | 2.08% | 1.73% |
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| 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 |
| Fund Manage | 2 | 9 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | -0.81 | 51.86 |
| Large Cap | 56.11 | 31.05 |
| Mid Cap | 9.42 | 16.92 |
| Small Cap | 7.86 | 19.75 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | -0.81 | 51.86 |
| Telecom - Services | 2.73 | - |
| Petroleum Products | 4.63 | 2.12 |
| Electrical Equipment | 1.36 | 1.53 |
| IT - Software | 7.01 | 4.47 |
| Cement & Cement Products | 1.46 | - |
| Personal Products | 1.71 | 0.16 |
| Construction | 2.62 | 2.37 |
| Banks | 13.5 | 12.63 |
| Diversified FMCG | 2.84 | - |
| Pharmaceuticals & Biotechnology | 3.26 | 7.59 |
| Non - Ferrous Metals | 1.31 | 0.17 |
| Realty | 2.93 | 3.79 |
| Healthcare Services | 1.27 | 0.96 |
| Aerospace & Defense | 0.44 | 0.46 |
| Auto Components | 2.51 | 0.84 |
| Ferrous Metals | 0.78 | - |
| Automobiles | 2.73 | 0.77 |
| Finance | 4.47 | 4.23 |
| Insurance | 1.24 | - |
| Industrial Products | 0.47 | 4.5 |
| Consumer Durables | 1.89 | 4.41 |
| Transport Infrastructure | 2.27 | - |
| Retailing | 1.47 | 1.7 |
| Diversified Metals | 0.28 | - |
| Oil | 0.66 | - |
| Power | 3.16 | 3.5 |
| Fertilizers & Agrochemicals | 0.3 | 1.17 |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | - |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | - |
| Chemicals & Petrochemicals | 0.44 | 0.61 |
| Leisure Services | 0.31 | 1.57 |
| Beverages | 0.8 | 1.72 |
| Capital Markets | - | 3.37 |
| Paper, Forest & Jute Products | - | 0.81 |
| Financial Technology (Fintech) | - | 1.55 |
| Commercial Services & Supplies | - | 0.72 |
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