- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹17475 Cr | ₹1556 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 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 | 285.96% | 49% |
| Expense Ratio | 1.66 | 2.11 |
| Manager | Harsha Upadhyaya | Mahesh A Chhabria |
| ISIN Code | INF174KA1186 | INF917K01KY4 |
| Exits Load | Kotak 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.64% | 0.43% |
| 6 Month | 3.94% | 4.1% |
| 1 Year | 5.26% | 3.03% |
| 3 Year | 11.72% | 11.72% |
| 5 Year | 11.59% | 9.89% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.11% |
| 1 Year | 8.63% | 6.53% |
| 3 Year | 10.65% | 10.1% |
| 5 Year | 10.58% | 9.93% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 8.33% |
| 3 Year | 11.45% | 9.3% |
| 5 Year | 12.01% | 9.9% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.06% | 6.63% |
| Sharp | 0.72% | 0.75% |
| Beta | 0.98% | 0.84% |
| Alpha | 0.07% | 0.73% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Mahesh A Chhabria |
| Total AUM | ₹139411 Cr | ₹15021 Cr |
| Funds Managed | 11 | 9 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.3 | 36.32 |
| Large Cap | 48.26 | 45.15 |
| Mid Cap | 9.82 | 8.26 |
| Small Cap | 6.62 | 10.26 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.34 | 33.52 |
| Communication Services | 2.84 | - |
| Energy | 5.46 | 2.19 |
| Industrials | 8.01 | 6.94 |
| Technology | 6.46 | 5.22 |
| Basic Materials | 6.39 | 1.07 |
| Healthcare | 3.63 | 7.05 |
| Financial Services | 18.35 | 23.39 |
| Consumer Defensive | 3.59 | 7.92 |
| Consumer Cyclical | 8.85 | 7.68 |
| Real Estate | 1.57 | 1.78 |
| Utilities | 2.52 | 3.25 |
Top Comparisons
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.56%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.08%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.64%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.07%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.62%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns14.42%
