HSBC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	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)	₹9355 Cr	₹1567 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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.8%	-0.3%
6 Month	1.98%	7.01%
1 Year	12.89%	4.08%
3 Year	11.83%	11.64%
5 Year	12.32%	10.18%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	2.63%
1 Year	8.2%	5.19%
3 Year	14.52%	11.08%
5 Year	13.96%	10.32%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	14.38%	8.43%
3 Year	11.8%	9.25%
5 Year	12.32%	9.81%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.00%	6.62%
Sharp	0.82%	0.82%
Beta	0.86%	-
Alpha	2.82%	-

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
Funds Managed	12	9
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Others	41.92	35.79
Large Cap	51.08	46.49
Mid Cap	11.66	7.4
Small Cap	7.54	10.31

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Others	41.92	33.54
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Energy	-	1.77
Technology	-	6.52
Consumer Defensive	-	6.89
Consumer Cyclical	-	5.96
Industrials	-	5.02
Healthcare	-	7.88
Basic Materials	-	1.04
Financial Services	-	25.75
Utilities	-	3.7
Real Estate	-	1.94