Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Axis 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 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 Very High
Asset Size (Cr) ₹2323 Cr ₹1446 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 07 Aug 2017 01 Jan 2013
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 2.03 2.12
Manager Hardik Shah Mahesh A Chhabria
ISIN Code INF846K01A52 INF917K01KY4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 1.45% 0.98%
6 Month 14.11% 10.57%
1 Year 30.3% 23.64%
3 Year 13.03% 11.7%
5 Year 13.14% 11.86%

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 12.57% 8.57%
3 Year 26.75% 21.35%
5 Year 41.86% 33.62%

Rolling Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 7.55% 8.46%
3 Year 9.68% 8.93%
5 Year 8.02% 8.95%

Risk Management

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.39% 5.55%
Sharp 0.89% 0.82%
Beta 0.98% 0.73%
Alpha 2.31% 1.73%

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Fund Managers

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

Market Cap

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 35.88 33.62
Large Cap 51.36 30.99
Mid Cap 7.43 18.95
Small Cap 5.34 16.44

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 9.94 2.29
Insurance 2.43 -
Chemicals 2.54 1.32
Technology 4.95 3.94
Consumer Staples 3.53 4.63
Financial 28.95 33.15
Automobile 6.85 1.22
Materials 1.96 3.09
Energy 7.6 6.84
Capital Goods 4.12 4.76
Metals & Mining 1.01 0.97
Sovereign 11.61 11.69
Construction 3.68 6.93
Healthcare 5.51 7.24
Services 1.28 7.59
Communication 4.05 2.74
Consumer Discretionary - 1.12
Textiles - 0.48

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