Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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	Moderately High
Asset Size (Cr)	₹2547 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	2.01	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	-1.68%	-3.5%
6 Month	0.76%	-0.1%
1 Year	14.97%	10.4%
3 Year	11.41%	10.19%
5 Year	11.72%	10.18%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	8.76%	5.99%
3 Year	15.58%	12.98%
5 Year	13.73%	11.51%

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	7.63%	8.47%
3 Year	9.65%	8.89%
5 Year	8.02%	8.9%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	51.86
Large Cap	53.62	31.05
Mid Cap	8.15	16.92
Small Cap	6.52	19.75

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	18.35	51.86
Petroleum Products	4.54	2.12
IT - Software	6.38	4.47
Cement & Cement Products	1.08	-
Personal Products	0.77	0.16
Construction	2.97	2.37
Capital Markets	0.02	3.37
Healthcare Services	1.63	0.96
Banks	14.48	12.63
Diversified FMCG	0.66	-
Non - Ferrous Metals	0.77	0.17
Pharmaceuticals & Biotechnology	4.91	7.59
Aerospace & Defense	0.99	0.46
Auto Components	0.45	0.84
Electrical Equipment	0.79	1.53
Automobiles	5.31	0.77
Ferrous Metals	0.19	-
Finance	4.42	4.23
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	3.5
Consumer Durables	0.22	4.41
Industrial Products	0.71	4.5
Chemicals & Petrochemicals	1.32	0.61
Household Products	0.73	-
Telecom - Services	2.46	-
Consumable Fuels	0.87	-
Fertilizers & Agrochemicals	0.8	1.17
Industrial Manufacturing	1.45	-
Transport Services	0.03	-
Retailing	0.65	1.7
Leisure Services	0.56	1.57
Realty	0.45	3.79
Beverages	0.53	1.72
Paper, Forest & Jute Products	-	0.81
Financial Technology (Fintech)	-	1.55
Commercial Services & Supplies	-	0.72