HSBC Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹100299 Cr	₹1526 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	07 Feb 2011
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	21.38%	49%
Expense Ratio	1.35	2.11
Manager	Anil Bamboli	Mahesh A Chhabria
ISIN Code	INF179K01830	INF917K01KY4
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.82%	1.38%
6 Month	4.2%	0.39%
1 Year	4.89%	5.16%
3 Year	23.01%	13.48%
5 Year	24.68%	11.14%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	6.68%	4.43%
1 Year	10.58%	6.6%
3 Year	18.63%	12.16%
5 Year	20.52%	10.88%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Year	17.82%	8.49%
3 Year	16.09%	9.16%
5 Year	15.02%	9.69%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	9.41%	6.75%
Sharp	1.60%	0.96%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Name	Anil Bamboli	Mahesh A Chhabria
Total AUM	₹135442 Cr	₹15021 Cr
Funds Managed	12	9
	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	33.94	34.98
Large Cap	53.07	35.51
Small Cap	6	17.5
Mid Cap	6.99	12.01

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	31.77	34.7
Communication Services	3.4	-
Basic Materials	2	1.87
Energy	7.39	2.98
Technology	6.23	8.81
Industrials	8.65	7.87
Consumer Defensive	2.71	2.37
Financial Services	22.31	21.09
Consumer Cyclical	5.51	7.2
Real Estate	1.45	2.71
Healthcare	4.16	6.65
Utilities	4.41	3.73