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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) | ₹8944 Cr | ₹1581 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 | -2.21% | -2.52% |
| 6 Month | 0.23% | -1.55% |
| 1 Year | 8.77% | 3.64% |
| 3 Year | 12.28% | 10.78% |
| 5 Year | 10.73% | 8.42% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.49% | -1.93% |
| 1 Year | 4.42% | 0.28% |
| 3 Year | 10.04% | 7.16% |
| 5 Year | 10.63% | 8.53% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.36% | 8.16% |
| 3 Year | 11.76% | 9.53% |
| 5 Year | 11.66% | 9.9% |
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% | 5.55% |
| Sharp | 0.97% | 0.88% |
| Beta | 1.08% | 0.83% |
| Alpha | 1.36% | 1.45% |
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 | 40.37 | 36.98 |
| Large Cap | 38.84 | 45.91 |
| Mid Cap | 13.67 | 7.29 |
| Small Cap | 7.12 | 9.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 26.45 | 31.18 |
| Communication Services | 1.28 | - |
| Energy | 3.35 | 2.16 |
| Technology | 8.4 | 6.99 |
| Industrials | 7.14 | 7.81 |
| Financial Services | 21.89 | 26.32 |
| Healthcare | 5.33 | 6.8 |
| Basic Materials | 6.94 | 1.09 |
| Real Estate | 3.88 | 1.61 |
| Consumer Cyclical | 7.84 | 6.49 |
| Consumer Defensive | 5.45 | 6.53 |
| Utilities | 2.06 | 3.01 |
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