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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) | ₹36637 Cr | ₹1555 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 | -2.08% | 0.47% |
| 6 Month | 4.75% | 4.92% |
| 1 Year | 3.32% | 3% |
| 3 Year | 13.97% | 12.36% |
| 5 Year | - | 10.53% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.51% | 3.59% |
| 1 Year | 6.87% | 6.29% |
| 3 Year | 12.94% | 11.9% |
| 5 Year | - | 10.78% |
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 | 6.10% | 6.75% |
| Sharp | 1.44% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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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 | 31.13 | 34.11 |
| Large Cap | 58.07 | 48.59 |
| Mid Cap | 7.34 | 7.69 |
| Small Cap | 3.46 | 9.61 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.98 | 32.29 |
| Energy | 9.38 | 1.93 |
| Technology | 5.06 | 6.41 |
| Basic Materials | 5.31 | 1.27 |
| Consumer Defensive | 4.44 | 6.81 |
| Industrials | 5.91 | 4.76 |
| Consumer Cyclical | 6.54 | 5.76 |
| Financial Services | 17.49 | 27.06 |
| Real Estate | 4.14 | 2.09 |
| Healthcare | 3.48 | 7.85 |
| Communication Services | 3.6 | - |
| Utilities | 6.67 | 3.78 |
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