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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) | ₹8157 Cr | ₹1567 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 | 1.43% | 0.89% |
| 6 Month | 10.41% | 8.78% |
| 1 Year | 4.66% | 2.12% |
| 3 Year | 12.43% | 11.45% |
| 5 Year | 13.89% | 10.17% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.53% | 2.06% |
| 1 Year | 10.66% | 6.93% |
| 3 Year | 12.72% | 11.09% |
| 5 Year | 11.95% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.15% | 8.43% |
| 3 Year | 11.52% | 9.25% |
| 5 Year | 11.34% | 9.81% |
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% | 6.70% |
| Sharp | 0.84% | 0.67% |
| Beta | 0.1% | - |
| Alpha | 5.69% | - |
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 | 37.74 | 35.79 |
| Large Cap | 42.5 | 46.49 |
| Mid Cap | 12.73 | 7.4 |
| Small Cap | 7.03 | 10.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.34 | 33.54 |
| Communication Services | 1.25 | - |
| Energy | 3.71 | 1.77 |
| Technology | 7.26 | 6.52 |
| Basic Materials | 6.87 | 1.04 |
| Industrials | 7.56 | 5.02 |
| Financial Services | 22.35 | 25.75 |
| Consumer Cyclical | 6.46 | 5.96 |
| Healthcare | 4.08 | 7.88 |
| Real Estate | 3.01 | 1.94 |
| Consumer Defensive | 5.94 | 6.89 |
| Utilities | 2.17 | 3.7 |
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