Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
Fund Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Moderately High
Asset Size (Cr) ₹8282 Cr ₹1504 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 15 Nov 2004 07 Feb 2011
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 334% 49%
Expense Ratio 1.76 2.11
Manager Ashutosh Bhargava Mahesh A Chhabria
ISIN Code INF204K01596 INF917K01KY4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
1 Month -0.8% -1.68%
6 Month 1.98% -1.87%
1 Year 12.89% 7.55%
3 Year 11.83% 9.86%
5 Year 12.32% 9.78%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 8.2% 4.07%
3 Year 14.52% 12.36%
5 Year 13.96% 11.05%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 14.38% 8.61%
3 Year 11.8% 9.03%
5 Year 12.32% 9.29%

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.21% 5.55%
Sharp 0.79% 0.82%
Beta 0.86% 0.73%
Alpha 2.82% 1.73%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth
Name Ashutosh Bhargava Mahesh A Chhabria
Total AUM ₹121448 Cr ₹15021 Cr
Fund Manage 12 9
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

HSBC Balanced Advantage Fund - Regular Growth

Others 41.92 52.08
Large Cap 51.08 33.67
Mid Cap 11.66 15.24
Small Cap 7.54 18.76

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

HSBC Balanced Advantage Fund - Regular Growth

Others 41.92 52.08
Petroleum Products 2.38 1.99
IT - Software 7.22 4.97
Cement & Cement Products 1.12 -
IT - Services 0.27 -
Construction 2.1 2.32
Consumer Durables 2.52 4.71
Diversified FMCG 3.49 -
Banks 15.43 12.4
Automobiles 2.54 0.76
Aerospace & Defense 0.98 0.44
Electrical Equipment 1.62 1.73
Pharmaceuticals & Biotechnology 1.85 7.17
Ferrous Metals 0.52 -
Realty 1.82 3.59
Transport Infrastructure 2.16 -
Personal Products 1.61 0.14
Industrial Products 0.4 4.55
Telecom - Services 4.13 -
Insurance 2.85 -
Finance 1.76 4
Transport Services 0.46 -
Retailing 1.61 1.74
Power 3.35 3.41
Financial Technology (Fintech) 1.09 1.72
Healthcare Services 0.24 1.11
Auto Components 1.47 0.79
Diversified 0.55 -
Other Utilities 0.36 -
Beverages 1.42 1.78
Textiles & Apparels 0.74 -
Food Products 0.52 -
Leisure Services 1.7 1.77
Capital Markets - 3.27
Non - Ferrous Metals - 0.09
Paper, Forest & Jute Products - 0.74
Fertilizers & Agrochemicals - 1.15
Chemicals & Petrochemicals - 0.59
Commercial Services & Supplies - 0.74

Top Comparisons

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns6.05%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns6.09%

Compare Now

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns12.24%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns12.28%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.21%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns11.86%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns10.68%

Compare Now
Add to Cart Successfully