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Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.31% | 2.55% |
| 6 Month | -4.36% | -4.39% |
| 1 Year | 9.8% | 5.58% |
| 3 Year | 12.15% | 9.83% |
| 5 Year | 14.58% | 13.32% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.37% | -2.38% |
| 1 Year | 2.96% | -1.17% |
| 3 Year | 14.76% | 10.93% |
| 5 Year | 13.17% | 10.16% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.096% | 6.954% |
| Sharp | 0.607% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 34.05 | 34.98 |
| Large Cap | 56.4 | 35.51 |
| Mid Cap | 5.5 | 12.01 |
| Small Cap | 4.04 | 17.5 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.81 | 34.7 |
| Energy | 7.7 | 2.98 |
| Industrials | 5.28 | 7.87 |
| Technology | 6.58 | 8.81 |
| Basic Materials | 3.97 | 1.87 |
| Consumer Defensive | 2.51 | 2.37 |
| Financial Services | 21.88 | 21.09 |
| Healthcare | 5.99 | 6.65 |
| Consumer Cyclical | 7.77 | 7.2 |
| Communication Services | 3.08 | - |
| Utilities | 1.99 | 3.73 |
| Real Estate | 0.43 | 2.71 |
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