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HSBC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
HSBC Balanced Advantage Fund - Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹1554 Cr | ₹4332 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Feb 2011 | 13 Nov 2018 |
| 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 | 49% | 173% |
| Expense Ratio | 2.11 | 1.89 |
| Manager | Mahesh A Chhabria | Miten Vora |
| ISIN Code | INF917K01KY4 | INF955L01HC4 |
| Exits Load | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.94% | 1.77% |
| 6 Month | 9.22% | 13.26% |
| 1 Year | 2.11% | 2.79% |
| 3 Year | 11.92% | 14.07% |
| 5 Year | 10.01% | 14.15% |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.06% | 2.27% |
| 1 Year | 6.93% | 9.33% |
| 3 Year | 11.09% | 12.81% |
| 5 Year | 10.35% | 12.61% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.43% | 14.36% |
| 3 Year | 9.25% | 14.5% |
| 5 Year | 9.81% | 15.98% |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.70% | 9.43% |
| Sharp | 0.67% | 0.66% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Miten Vora |
| Total AUM | ₹15021 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 37.09 | 26.99 |
| Large Cap | 46.44 | 45.99 |
| Small Cap | 9.74 | 9.93 |
| Mid Cap | 6.73 | 17.09 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.43 | 17.1 |
| Energy | 2.18 | 4.96 |
| Technology | 6.74 | 6.69 |
| Consumer Defensive | 6.93 | 5.4 |
| Consumer Cyclical | 6.41 | 9.48 |
| Industrials | 5.91 | 10.7 |
| Healthcare | 7.36 | 6.6 |
| Basic Materials | 1.03 | 2.45 |
| Financial Services | 24.03 | 26.34 |
| Utilities | 3.13 | 1.5 |
| Real Estate | 1.84 | 3.97 |
| Communication Services | - | 4.81 |
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