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HSBC Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹107971 Cr | ₹1591 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.07% | -0.45% |
| 6 Month | 2.66% | 1.76% |
| 1 Year | 4.76% | 0.75% |
| 3 Year | 17.36% | 11.38% |
| 5 Year | 19.49% | 9.08% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.98% | 0.75% |
| 1 Year | 11.25% | 7.14% |
| 3 Year | 14.21% | 9.58% |
| 5 Year | 16.96% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.35% | 8.18% |
| 3 Year | 16.32% | 9.48% |
| 5 Year | 15.11% | 9.93% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.69% | 6.62% |
| Sharp | 1.18% | 0.70% |
| Beta | 1.16% | 0.85% |
| Alpha | 4.92% | 0.77% |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 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 Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.92 | 35.88 |
| Large Cap | 53.76 | 46.2 |
| Small Cap | 5.26 | 9.95 |
| Mid Cap | 7.06 | 7.97 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.67 | 31.43 |
| Communication Services | 3.62 | - |
| Energy | 7.59 | 2.15 |
| Technology | 6.11 | 5.6 |
| Industrials | 7.82 | 7.23 |
| Financial Services | 23.67 | 26.84 |
| Basic Materials | 2.16 | 1.03 |
| Consumer Cyclical | 6.89 | 6.47 |
| Consumer Defensive | 2.53 | 7.21 |
| Healthcare | 4.18 | 7.21 |
| Real Estate | 1.83 | 1.68 |
| Utilities | 3.93 | 3.16 |
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