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)	₹3810 Cr	₹1591 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	0.83%	0.8%
6 Month	3.37%	2.42%
1 Year	6.29%	2.22%
3 Year	14.78%	11.9%
5 Year	11.77%	9.13%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	3.25%	1.54%
1 Year	11.15%	8.01%
3 Year	13%	9.61%
5 Year	12.38%	9.82%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	7.88%	8.18%
3 Year	10.94%	9.52%
5 Year	10.73%	9.91%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.39%	5.55%
Sharp	1.02%	0.84%
Beta	1.1%	0.83%
Alpha	2.18%	1.47%

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	29.14	4175.73
Large Cap	62.29	47.4
Small Cap	3.37	10.49
Mid Cap	5.14	10.68

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	28.04	4175.73
Petroleum Products	6.43	2.15
IT - Software	7.19	3.57
Construction	3.43	1.66
Finance	4.5	3.44
Consumer Durables	2.18	2.13
Healthcare Services	1.36	1.1
Banks	15.13	21.71
Diversified FMCG	2.04	2.75
Non - Ferrous Metals	0.63	0.53
Pharmaceuticals & Biotechnology	3.67	6.11
Cement & Cement Products	0.66	-
Automobiles	4.74	0.66
Aerospace & Defense	1.32	0.64
Electrical Equipment	1.14	1.26
Auto Components	1.46	0.17
Ferrous Metals	0.65	-
Commercial Services & Supplies	0.32	0.43
Telecom - Services	1.99	-
Insurance	1.78	-
Agricultural Food & other Products	0.28	-
Retailing	0.69	3.59
Realty	1.37	2.74
Beverages	1.05	3.04
Oil	0.3	-
Food Products	0.79	1.41
Power	2.18	3.16
Industrial Products	0.7	2.62
Chemicals & Petrochemicals	0.83	0.5
Household Products	0.71	-
Fertilizers & Agrochemicals	0.36	-
Industrial Manufacturing	1.27	-
Transport Services	0.7	-
Leisure Services	0.05	0.51
Capital Markets	-	1.7
Agricultural, Commercial & Construction Vehicles	-	0.99