Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Axis Balanced Advantage Fund - Regular Plan - 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	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Fund	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Moderately High
Asset Size (Cr)	₹2652 Cr	₹1504 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Aug 2017	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	24%	49%
Expense Ratio	2	2.11
Manager	Hardik Shah	Mahesh A Chhabria
ISIN Code	INF846K01A52	INF917K01KY4
Exits Load	Axis Balanced Advantage Fund - 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	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1.26%	-1.78%
6 Month	-2.24%	-3.57%
1 Year	10.4%	5.71%
3 Year	11.77%	10.01%
5 Year	10.95%	9.8%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	4.08%	-1.65%
3 Year	14.14%	10.23%
5 Year	12.83%	9.86%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.22%	8.61%
3 Year	9.95%	9.03%
5 Year	8.8%	9.29%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.81%	6.562%
Sharp	0.721%	0.612%
Beta	-	-
Alpha	-	-

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Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Name	Hardik Shah	Mahesh A Chhabria
Total AUM	₹0 Cr	₹15021 Cr
Fund Manage	12	9
	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	18.35	52.08
Large Cap	53.62	33.67
Mid Cap	8.15	15.24
Small Cap	6.52	18.76

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	18.35	52.08
Petroleum Products	4.54	1.99
IT - Software	6.38	4.97
Cement & Cement Products	1.08	-
Personal Products	0.77	0.14
Construction	2.97	2.32
Capital Markets	0.02	3.27
Healthcare Services	1.63	1.11
Banks	14.48	12.4
Diversified FMCG	0.66	-
Non - Ferrous Metals	0.77	0.09
Pharmaceuticals & Biotechnology	4.91	7.17
Aerospace & Defense	0.99	0.44
Auto Components	0.45	0.79
Electrical Equipment	0.79	1.73
Automobiles	5.31	0.76
Ferrous Metals	0.19	-
Finance	4.42	4
Insurance	2.9	-
Gas	0.14	-
IT - Services	0.08	-
Agricultural Food & other Products	0.64	-
Diversified Metals	0.46	-
Oil	0.54	-
Food Products	0.04	-
Power	2.35	3.41
Consumer Durables	0.22	4.71
Industrial Products	0.71	4.55
Chemicals & Petrochemicals	1.32	0.59
Household Products	0.73	-
Telecom - Services	2.46	-
Consumable Fuels	0.87	-
Fertilizers & Agrochemicals	0.8	1.15
Industrial Manufacturing	1.45	-
Transport Services	0.03	-
Retailing	0.65	1.74
Leisure Services	0.56	1.77
Realty	0.45	3.59
Beverages	0.53	1.78
Paper, Forest & Jute Products	-	0.74
Financial Technology (Fintech)	-	1.72
Commercial Services & Supplies	-	0.74