HSBC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	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)	₹3342 Cr	₹1555 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

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1.99%	0.11%
6 Month	3.45%	4.55%
1 Year	3.19%	2.96%
3 Year	13.44%	11.99%
5 Year	13.07%	10.44%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	1.73%	3.75%
1 Year	3.42%	5.66%
3 Year	13.32%	11.49%
5 Year	12.34%	10.53%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.63%	8.43%
3 Year	10.55%	9.25%
5 Year	10.25%	9.81%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.80%	6.75%
Sharp	1.16%	0.96%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	36.84	34.11
Large Cap	55.12	48.59
Mid Cap	4.8	7.69
Small Cap	3.25	9.61

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	32.21	32.29
Energy	8.05	1.93
Technology	7.29	6.41
Basic Materials	3.7	1.27
Consumer Defensive	3.56	6.81
Industrials	6.68	4.76
Financial Services	22	27.06
Healthcare	4.45	7.85
Consumer Cyclical	6.33	5.76
Communication Services	2.72	-
Utilities	2.36	3.78
Real Estate	0.64	2.09