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HSBC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8034 Cr ₹1555 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 1.49% 1.02%
6 Month 7.72% 3.92%
1 Year 6.89% 3.78%
3 Year 14.65% 12.98%
5 Year 14.53% 10.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month 6.1% 4.29%
1 Year 12.21% 6.43%
3 Year 14.19% 11.97%
5 Year 12.93% 10.77%

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% 6.75%
Sharp 1.24% 0.96%
Beta 1% -
Alpha 1.37% -

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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 32.28 34.11
Large Cap 44.2 48.59
Mid Cap 16.78 7.69
Small Cap 6.74 9.61

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 24.07 32.29
Communication Services 1.47 -
Energy 4.86 1.93
Industrials 8.8 4.76
Technology 6.8 6.41
Basic Materials 8.11 1.27
Financial Services 22.19 27.06
Consumer Cyclical 7.45 5.76
Healthcare 5.16 7.85
Real Estate 2.57 2.09
Consumer Defensive 6.2 6.81
Utilities 2.31 3.78

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