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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) | ₹1588 Cr | ₹4545 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.02% | 0.32% |
| 6 Month | 2.24% | 3.8% |
| 1 Year | 0.9% | 4.78% |
| 3 Year | 11.3% | 13.57% |
| 5 Year | 9.43% | 12.7% |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.56% | 3.92% |
| 1 Year | 7.89% | 16.07% |
| 3 Year | 10.2% | 13.91% |
| 5 Year | 10.09% | 13.38% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.63% | 9.37% |
| Sharp | 0.75% | 0.77% |
| Beta | 0.84% | 1.29% |
| Alpha | 0.73% | 0.66% |
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 | 36.06 | 25.79 |
| Large Cap | 45.68 | 44.65 |
| Small Cap | 10.02 | 9.95 |
| Mid Cap | 8.24 | 19.6 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.53 | 16.41 |
| Energy | 2.34 | 5.26 |
| Technology | 5.92 | 5.93 |
| Consumer Defensive | 7.74 | 6.04 |
| Consumer Cyclical | 7.44 | 11.56 |
| Industrials | 7.35 | 10.2 |
| Financial Services | 23.94 | 25.86 |
| Healthcare | 7.61 | 6.09 |
| Basic Materials | 1.08 | 3.03 |
| Utilities | 3.28 | 1.12 |
| Real Estate | 1.76 | 4.19 |
| Communication Services | - | 4.31 |
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