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SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹36673 Cr | ₹1554 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2021 | 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 | 39.82% | 49% |
| Expense Ratio | 1.57 | 2.11 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200KA1Y40 | INF917K01KY4 |
| Exits Load | SBI Balanced Advantage Fund - Regular Plan - 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 | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.12% | 0.89% |
| 6 Month | 7.42% | 8.78% |
| 1 Year | 3.26% | 2.12% |
| 3 Year | 13.02% | 11.45% |
| 5 Year | - | 10.17% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.57% | 2.06% |
| 1 Year | 7.35% | 6.93% |
| 3 Year | 11.85% | 11.09% |
| 5 Year | - | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.22% | 8.43% |
| 3 Year | 13.24% | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.28% | 6.70% |
| Sharp | 0.94% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Funds Managed | 43 | 9 |
| SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.35 | 35.79 |
| Large Cap | 55.67 | 46.49 |
| Mid Cap | 7.54 | 7.4 |
| Small Cap | 3.44 | 10.31 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.17 | 33.54 |
| Energy | 8.89 | 1.77 |
| Technology | 4.42 | 6.52 |
| Basic Materials | 5.33 | 1.04 |
| Consumer Defensive | 4.49 | 6.89 |
| Industrials | 5.42 | 5.02 |
| Consumer Cyclical | 6.59 | 5.96 |
| Financial Services | 17.42 | 25.75 |
| Real Estate | 4.12 | 1.94 |
| Healthcare | 3.63 | 7.88 |
| Communication Services | 3.32 | - |
| Utilities | 6.19 | 3.7 |
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