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)	₹9480 Cr	₹1556 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	-	1.96%
6 Month	-	5.26%
1 Year	-	5.14%
3 Year	-	12.15%
5 Year	-	10.1%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	1.65%
1 Year	-	7.78%
3 Year	-	10.86%
5 Year	-	10.38%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	-	8.33%
3 Year	-	9.3%
5 Year	-	9.9%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	6.93%	6.62%
Sharp	0.78%	0.74%
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	36.32
Large Cap	51.08	45.15
Mid Cap	11.66	8.26
Small Cap	7.54	10.26

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Others	41.92	33.52
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	-	2.19
Technology	-	5.22
Consumer Defensive	-	7.92
Consumer Cyclical	-	7.68
Industrials	-	6.94
Financial Services	-	23.39
Healthcare	-	7.05
Basic Materials	-	1.07
Utilities	-	3.25
Real Estate	-	1.78