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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.15% | -0.32% |
| 6 Month | 1.89% | 2.29% |
| 1 Year | 2.83% | 7.82% |
| 3 Year | 11.84% | 14.46% |
| 5 Year | 9.07% | 12.4% |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.13% | 2.85% |
| 1 Year | 7.13% | 13.2% |
| 3 Year | 9.47% | 12.67% |
| 5 Year | 9.78% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.18% | 13.31% |
| 3 Year | 9.48% | 14.39% |
| 5 Year | 9.93% | 15.64% |
Risk Management
| 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% |
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 | 35.88 | 30.35 |
| Large Cap | 46.2 | 42.19 |
| Small Cap | 9.95 | 9.57 |
| Mid Cap | 7.97 | 17.9 |
Sector Allocation
| 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 |
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