SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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SBI Balanced Advantage Fund Regular Growth

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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	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)	₹35566 Cr	₹1526 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

Scheme Name	SBI Balanced Advantage Fund Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	0.78%	0.42%
6 Month	6.86%	3.13%
1 Year	6.95%	4.61%
3 Year	15.49%	13.01%
5 Year	-	11.06%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	6.14%	4.43%
1 Year	12.12%	6.6%
3 Year	14.6%	12.16%
5 Year	-	10.88%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	14.92%	8.49%
3 Year	12.94%	9.16%
5 Year	-	9.69%

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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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

Scheme Name	SBI Balanced Advantage Fund Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	31.52	34.92
Large Cap	57.56	45.9
Mid Cap	7.51	9.45
Small Cap	3.41	9.74

Scheme Name	SBI Balanced Advantage Fund Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	28.32	33.24
Energy	9.47	1.86
Technology	5.28	6.83
Basic Materials	3.57	1.19
Consumer Defensive	4.72	4.97
Industrials	6.11	4.12
Financial Services	18.25	28.57
Real Estate	4.18	2.03
Healthcare	3.63	7.6
Consumer Cyclical	5.77	5.83
Communication Services	3.49	-
Utilities	7.2	3.76