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Aditya Birla Sun Life Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High Risk | Moderately High |
| Asset Size (Cr) | ₹7239 Cr | ₹1504 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 49% |
| Expense Ratio | 1.8 | 2.11 |
| Manager | Lovelish Solanki | Mahesh A Chhabria |
| ISIN Code | INF084M01AB8 | INF917K01KY4 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.46% | -1.78% |
| 6 Month | -3.72% | -3.57% |
| 1 Year | 8.2% | 5.71% |
| 3 Year | 10.57% | 10.01% |
| 5 Year | 11.67% | 9.8% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.03% | -1.65% |
| 3 Year | 10.74% | 10.23% |
| 5 Year | 11.54% | 9.86% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.51% | 8.61% |
| 3 Year | 11.47% | 9.03% |
| 5 Year | 11.12% | 9.29% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.562% |
| Sharp | 0.57% | 0.612% |
| Beta | 0.92% | - |
| Alpha | 1.49% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Lovelish Solanki | Mahesh A Chhabria |
| Total AUM | ₹14756 Cr | ₹15021 Cr |
| Fund Manage | 2 | 9 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | -0.81 | 52.08 |
| Large Cap | 56.11 | 33.67 |
| Mid Cap | 9.42 | 15.24 |
| Small Cap | 7.86 | 18.76 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | -0.81 | 52.08 |
| Telecom - Services | 2.73 | - |
| Petroleum Products | 4.63 | 1.99 |
| Electrical Equipment | 1.36 | 1.73 |
| IT - Software | 7.01 | 4.97 |
| Cement & Cement Products | 1.46 | - |
| Personal Products | 1.71 | 0.14 |
| Construction | 2.62 | 2.32 |
| Banks | 13.5 | 12.4 |
| Diversified FMCG | 2.84 | - |
| Pharmaceuticals & Biotechnology | 3.26 | 7.17 |
| Non - Ferrous Metals | 1.31 | 0.09 |
| Realty | 2.93 | 3.59 |
| Healthcare Services | 1.27 | 1.11 |
| Aerospace & Defense | 0.44 | 0.44 |
| Auto Components | 2.51 | 0.79 |
| Ferrous Metals | 0.78 | - |
| Automobiles | 2.73 | 0.76 |
| Finance | 4.47 | 4 |
| Insurance | 1.24 | - |
| Industrial Products | 0.47 | 4.55 |
| Consumer Durables | 1.89 | 4.71 |
| Transport Infrastructure | 2.27 | - |
| Retailing | 1.47 | 1.74 |
| Diversified Metals | 0.28 | - |
| Oil | 0.66 | - |
| Power | 3.16 | 3.41 |
| Fertilizers & Agrochemicals | 0.3 | 1.15 |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | - |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | - |
| Chemicals & Petrochemicals | 0.44 | 0.59 |
| Leisure Services | 0.31 | 1.77 |
| Beverages | 0.8 | 1.78 |
| Capital Markets | - | 3.27 |
| Paper, Forest & Jute Products | - | 0.74 |
| Financial Technology (Fintech) | - | 1.72 |
| Commercial Services & Supplies | - | 0.74 |
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