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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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

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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) ₹1504 Cr ₹4115 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 -2.79% -2.46%
6 Month 0.53% -0.8%
1 Year 9.75% 9.76%
3 Year 10.77% 12.32%
5 Year 10.24% 14.77%

SIP Return Analysis

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 4.07% 2.47%
3 Year 12.36% 13.7%
5 Year 11.05% 13.89%

Rolling Lumpsum Returns

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 8.61% 15.87%
3 Year 9.03% 14.5%
5 Year 9.29% 15.77%

Risk Management

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 5.55% 8.78%
Sharp 0.82% 0.89%
Beta 0.73% 1.12%
Alpha 1.73% 2.8%

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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
Fund Manage 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 52.08 35.61
Large Cap 33.67 44.53
Small Cap 18.76 16.17
Mid Cap 15.24 12.78

Sector Allocation

Scheme Name

HSBC Balanced Advantage Fund - Regular Growth

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

Others 52.08 35.61
Petroleum Products 1.99 6.14
IT - Software 4.97 5.94
Capital Markets 3.27 1.03
Construction 2.32 5.79
Healthcare Services 1.11 0.75
Non - Ferrous Metals 0.09 0.35
Pharmaceuticals & Biotechnology 7.17 4.13
Banks 12.4 13.81
Paper, Forest & Jute Products 0.74 -
Fertilizers & Agrochemicals 1.15 -
Realty 3.59 1.37
Personal Products 0.14 0.55
Industrial Products 4.55 1.67
Electrical Equipment 1.73 3.08
Beverages 1.78 0.87
Power 3.41 5.63
Aerospace & Defense 0.44 2.03
Finance 4 2.11
Consumer Durables 4.71 1.35
Chemicals & Petrochemicals 0.59 0.52
Financial Technology (Fintech) 1.72 1.64
Automobiles 0.76 0.91
Retailing 1.74 4.12
Commercial Services & Supplies 0.74 -
Leisure Services 1.77 0.24
Auto Components 0.79 1.8
Industrial Manufacturing - 2.25
Diversified FMCG - 0.17
Miscellaneous - 0.86
IT - Services - 0.49
Food Products - 0.27
Oil - 0.57
Household Products - 0.54
Telecom - Services - 1.96
Transport Services - 0.54

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