- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8208 Cr | ₹1554 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 | 0.2% | 0.35% |
| 6 Month | 9.02% | 6.62% |
| 1 Year | 4.02% | 2.84% |
| 3 Year | 13.43% | 12.4% |
| 5 Year | 13.38% | 9.97% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.16% | 1.52% |
| 1 Year | 10.47% | 7.31% |
| 3 Year | 12.22% | 10.73% |
| 5 Year | 11.65% | 10.23% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.08% | 8.33% |
| 3 Year | 11.55% | 9.3% |
| 5 Year | 11.4% | 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% | 6.62% |
| Sharp | 0.9% | 0.74% |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
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 | 35.85 | 37.09 |
| Large Cap | 42.52 | 46.44 |
| Mid Cap | 13.39 | 6.73 |
| Small Cap | 8.24 | 9.74 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.34 | 34.43 |
| Communication Services | 1.25 | - |
| Energy | 3.3 | 2.18 |
| Technology | 8.54 | 6.74 |
| Basic Materials | 6.92 | 1.03 |
| Industrials | 7.77 | 5.91 |
| Financial Services | 22.55 | 24.03 |
| Healthcare | 4.43 | 7.36 |
| Real Estate | 3.02 | 1.84 |
| Consumer Cyclical | 6.67 | 6.41 |
| Consumer Defensive | 5.99 | 6.93 |
| Utilities | 2.22 | 3.13 |
Top Comparisons
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.7%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.73%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns14.11%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns21.34%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns17.03%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
