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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) | ₹37457 Cr | ₹1556 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 | 3.06% | 1.05% |
| 6 Month | 5.28% | 4.49% |
| 1 Year | 7.65% | 3.46% |
| 3 Year | 13.96% | 11.88% |
| 5 Year | - | 10.1% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.43% | 0.5% |
| 1 Year | 6.24% | 4.83% |
| 3 Year | 10.66% | 9.59% |
| 5 Year | - | 9.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.41% | 8.33% |
| 3 Year | 13.32% | 9.3% |
| 5 Year | - | 9.9% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.18% | 6.63% |
| Sharp | 1.10% | 0.75% |
| Beta | 0.85% | 0.84% |
| Alpha | 2.48% | 0.73% |
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 | 34.24 | 36.32 |
| Large Cap | 55.38 | 45.15 |
| Mid Cap | 7.16 | 8.26 |
| Small Cap | 3.22 | 10.26 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.05 | 33.52 |
| Energy | 8.93 | 2.19 |
| Industrials | 4.65 | 6.94 |
| Technology | 4.23 | 5.22 |
| Basic Materials | 4.98 | 1.07 |
| Consumer Defensive | 4.44 | 7.92 |
| Consumer Cyclical | 6.84 | 7.68 |
| Financial Services | 18.29 | 23.39 |
| Real Estate | 3.94 | 1.78 |
| Healthcare | 3.41 | 7.05 |
| Communication Services | 3.36 | - |
| Utilities | 5.87 | 3.25 |
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