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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) | ₹39337 Cr | ₹1591 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹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 | 0.36% | -0.45% |
| 6 Month | 4.68% | 1.76% |
| 1 Year | 8.4% | 0.75% |
| 3 Year | 13.97% | 11.38% |
| 5 Year | - | 9.08% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.3% | 0.75% |
| 1 Year | 13.07% | 7.14% |
| 3 Year | 12.37% | 9.58% |
| 5 Year | - | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.41% | 8.18% |
| 3 Year | 13.32% | 9.48% |
| 5 Year | - | 9.93% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.18% | 6.62% |
| Sharp | 1.10% | 0.70% |
| Beta | 0.87% | 0.85% |
| Alpha | 2.79% | 0.77% |
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 | 34.05 | 35.88 |
| Large Cap | 55.11 | 46.2 |
| Mid Cap | 7.37 | 7.97 |
| Small Cap | 3.47 | 9.95 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.46 | 31.43 |
| Energy | 9.42 | 2.15 |
| Industrials | 4.31 | 7.23 |
| Technology | 4.49 | 5.6 |
| Basic Materials | 4.99 | 1.03 |
| Consumer Defensive | 4.35 | 7.21 |
| Consumer Cyclical | 6.83 | 6.47 |
| Financial Services | 19.87 | 26.84 |
| Real Estate | 3.33 | 1.68 |
| Healthcare | 3.6 | 7.21 |
| Communication Services | 2.61 | - |
| Utilities | 5.74 | 3.16 |
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