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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) ₹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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