- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹2652 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.29% | 1.46% |
| 6 Month | 0.24% | -1.44% |
| 1 Year | 8.58% | 7.29% |
| 3 Year | 15.87% | 13.17% |
| 5 Year | 14.2% | 11.63% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.69% | 4.26% |
| 1 Year | 6.17% | 5.46% |
| 3 Year | 14.89% | 12.07% |
| 5 Year | 13.17% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.75% | 8.49% |
| 3 Year | 10.38% | 9.16% |
| 5 Year | 9.89% | 9.69% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.096% | 6.954% |
| Sharp | 0.607% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 12 | 9 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.05 | 34.98 |
| Large Cap | 56.4 | 35.51 |
| Mid Cap | 5.5 | 12.01 |
| Small Cap | 4.04 | 17.5 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.81 | 34.7 |
| Energy | 7.7 | 2.98 |
| Industrials | 5.28 | 7.87 |
| Technology | 6.58 | 8.81 |
| Basic Materials | 3.97 | 1.87 |
| Consumer Defensive | 2.51 | 2.37 |
| Financial Services | 21.88 | 21.09 |
| Healthcare | 5.99 | 6.65 |
| Consumer Cyclical | 7.77 | 7.2 |
| Communication Services | 3.08 | - |
| Utilities | 1.99 | 3.73 |
| Real Estate | 0.43 | 2.71 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.46%
Kotak Equity Opportunities Fund - Growth
3Y Returns23.56%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns23.17%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns20.15%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.96%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns21.11%
Quant Flexi Cap Fund-Growth
3Y Returns22.9%
