Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 | 35.88 | 33.62 |
Large Cap | 51.36 | 30.99 |
Mid Cap | 7.43 | 18.95 |
Small Cap | 5.34 | 16.44 |
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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