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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) | ₹3489 Cr | ₹1554 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 | 1.16% | 0.75% |
| 6 Month | 7.52% | 9.02% |
| 1 Year | 1.84% | 1.96% |
| 3 Year | 13.2% | 11.51% |
| 5 Year | 13.16% | 10.07% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.77% | 2.06% |
| 1 Year | 6.76% | 6.93% |
| 3 Year | 13.5% | 11.09% |
| 5 Year | 12.39% | 10.35% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.64% | 6.70% |
| Sharp | 0.76% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.86 | 35.79 |
| Large Cap | 54.94 | 46.49 |
| Mid Cap | 5.37 | 7.4 |
| Small Cap | 2.84 | 10.31 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.11 | 33.54 |
| Energy | 7.26 | 1.77 |
| Technology | 7.07 | 6.52 |
| Basic Materials | 3.57 | 1.04 |
| Consumer Defensive | 3.25 | 6.89 |
| Industrials | 7.13 | 5.02 |
| Financial Services | 22.96 | 25.75 |
| Healthcare | 5.67 | 7.88 |
| Consumer Cyclical | 5.44 | 5.96 |
| Communication Services | 2.4 | - |
| Utilities | 2.56 | 3.7 |
| Real Estate | 0.57 | 1.94 |
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