HSBC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

Link copied to clipboard!

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1591 Cr	₹4697 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹250
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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-0.69%	-1.61%
6 Month	1.44%	2.71%
1 Year	0.3%	4.06%
3 Year	11.34%	13.62%
5 Year	9.1%	12.22%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	0.75%	2.01%
1 Year	7.14%	13.31%
3 Year	9.58%	12.61%
5 Year	9.71%	12.58%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	8.21%	13.35%
3 Year	9.47%	14.42%
5 Year	9.95%	15.66%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	6.62%	9.35%
Sharp	0.70%	0.75%
Beta	0.85%	1.30%
Alpha	0.77%	1.10%

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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	35.88	30.35
Large Cap	46.2	42.19
Small Cap	9.95	9.57
Mid Cap	7.97	17.9

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	31.43	23.66
Energy	2.15	4.88
Technology	5.6	7.08
Consumer Defensive	7.21	6.24
Consumer Cyclical	6.47	11.7
Industrials	7.23	10.71
Financial Services	26.84	20.85
Healthcare	7.21	5.82
Basic Materials	1.03	2.84
Utilities	3.16	1.06
Real Estate	1.68	2.24
Communication Services	-	2.92