HSBC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2547 Cr | ₹1504 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Aug 2017 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 49% |
| Expense Ratio | 2.01 | 2.11 |
| Manager | Hardik Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01A52 | INF917K01KY4 |
| Exits Load | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.15% | -5.03% |
| 6 Month | 0.4% | -0.41% |
| 1 Year | 13.88% | 9.9% |
| 3 Year | 10.65% | 9.72% |
| 5 Year | 11.62% | 10.17% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.56% | 7.85% |
| 3 Year | 16.21% | 13.56% |
| 5 Year | 14% | 11.75% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.63% | 8.47% |
| 3 Year | 9.65% | 8.89% |
| 5 Year | 8.02% | 8.9% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.39% | 5.55% |
| Sharp | 0.89% | 0.82% |
| Beta | 0.98% | 0.73% |
| Alpha | 2.31% | 1.73% |
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| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Hardik Shah | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Fund Manage | 12 | 9 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.35 | 51.86 |
| Large Cap | 53.62 | 31.05 |
| Mid Cap | 8.15 | 16.92 |
| Small Cap | 6.52 | 19.75 |
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.35 | 51.86 |
| Petroleum Products | 4.54 | 2.12 |
| IT - Software | 6.38 | 4.47 |
| Cement & Cement Products | 1.08 | - |
| Personal Products | 0.77 | 0.16 |
| Construction | 2.97 | 2.37 |
| Capital Markets | 0.02 | 3.37 |
| Healthcare Services | 1.63 | 0.96 |
| Banks | 14.48 | 12.63 |
| Diversified FMCG | 0.66 | - |
| Non - Ferrous Metals | 0.77 | 0.17 |
| Pharmaceuticals & Biotechnology | 4.91 | 7.59 |
| Aerospace & Defense | 0.99 | 0.46 |
| Auto Components | 0.45 | 0.84 |
| Electrical Equipment | 0.79 | 1.53 |
| Automobiles | 5.31 | 0.77 |
| Ferrous Metals | 0.19 | - |
| Finance | 4.42 | 4.23 |
| Insurance | 2.9 | - |
| Gas | 0.14 | - |
| IT - Services | 0.08 | - |
| Agricultural Food & other Products | 0.64 | - |
| Diversified Metals | 0.46 | - |
| Oil | 0.54 | - |
| Food Products | 0.04 | - |
| Power | 2.35 | 3.5 |
| Consumer Durables | 0.22 | 4.41 |
| Industrial Products | 0.71 | 4.5 |
| Chemicals & Petrochemicals | 1.32 | 0.61 |
| Household Products | 0.73 | - |
| Telecom - Services | 2.46 | - |
| Consumable Fuels | 0.87 | - |
| Fertilizers & Agrochemicals | 0.8 | 1.17 |
| Industrial Manufacturing | 1.45 | - |
| Transport Services | 0.03 | - |
| Retailing | 0.65 | 1.7 |
| Leisure Services | 0.56 | 1.57 |
| Realty | 0.45 | 3.79 |
| Beverages | 0.53 | 1.72 |
| Paper, Forest & Jute Products | - | 0.81 |
| Financial Technology (Fintech) | - | 1.55 |
| Commercial Services & Supplies | - | 0.72 |
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