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SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon 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 Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Fund SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Risk Moderately High
Asset Size (Cr) ₹33309 Cr ₹1504 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 Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 0.09% -1.68%
6 Month -1.25% -1.87%
1 Year 8.15% 7.55%
3 Year 12.28% 9.86%
5 Year - 9.78%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 3.55% 4.07%
3 Year 13.58% 12.36%
5 Year - 11.05%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 16.39% 8.61%
3 Year 13.05% 9.03%
5 Year - 9.29%

Risk Management

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.13% 5.55%
Sharp - 0.82%
Beta - 0.73%
Alpha - 1.73%

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Fund Managers

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Name Pradeep Kesavan Mahesh A Chhabria
Total AUM ₹434274 Cr ₹15021 Cr
Fund Manage 43 9
SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

SBI Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 29.95 52.08
Large Cap 53.08 33.67
Mid Cap 7.92 15.24
Small Cap 2.55 18.76

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 44.05 52.08
Healthcare 2.28 -
Financial 8.34 -
Capital Goods 1.13 -
Energy 11.56 -
Services 0.41 -
Materials 0.27 -
Metals & Mining 3.2 -
Consumer Staples 1.45 -
Communication 3.13 -
Technology 2.35 -
Automobile 1.94 -
Construction 0.74 2.32
Sovereign 10.59 -
Insurance 2.02 -
Consumer Discretionary 0.04 -
Petroleum Products - 1.99
IT - Software - 4.97
Capital Markets - 3.27
Healthcare Services - 1.11
Non - Ferrous Metals - 0.09
Pharmaceuticals & Biotechnology - 7.17
Banks - 12.4
Paper, Forest & Jute Products - 0.74
Fertilizers & Agrochemicals - 1.15
Realty - 3.59
Personal Products - 0.14
Industrial Products - 4.55
Electrical Equipment - 1.73
Beverages - 1.78
Power - 3.41
Aerospace & Defense - 0.44
Finance - 4
Consumer Durables - 4.71
Chemicals & Petrochemicals - 0.59
Financial Technology (Fintech) - 1.72
Automobiles - 0.76
Retailing - 1.74
Commercial Services & Supplies - 0.74
Leisure Services - 1.77
Auto Components - 0.79

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