BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HSBC Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹1446 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2023 | 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 | % | 49% |
| Expense Ratio | 2.13 | 2.12 |
| Manager | Siddharth Chaudhary | Mahesh A Chhabria |
| ISIN Code | INF0QA701680 | INF917K01KY4 |
| Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.08% | 0.98% |
| 6 Month | 10.46% | 10.57% |
| 1 Year | - | 23.64% |
| 3 Year | - | 11.7% |
| 5 Year | - | 11.86% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.96% | 8.57% |
| 3 Year | 4.96% | 21.35% |
| 5 Year | 4.96% | 33.62% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.9% | 11.08% |
| 3 Year | 5.9% | 27.05% |
| 5 Year | 5.9% | 37.8% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 5.55% |
| Sharp | - | 0.82% |
| Beta | - | 0.73% |
| Alpha | - | 1.73% |
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| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Mahesh A Chhabria |
| Total AUM | ₹7136 Cr | ₹15021 Cr |
| Fund Manage | 8 | 9 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 22.5 | 33.62 |
| Large Cap | 74.19 | 30.99 |
| Small Cap | 1.19 | 16.44 |
| Mid Cap | 2.1 | 18.95 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 12.74 | 2.29 |
| Technology | 2.51 | 3.94 |
| Sovereign | 7.24 | 11.69 |
| Financial | 20.95 | 33.15 |
| Energy | 7.94 | 6.84 |
| Construction | 3.83 | 6.93 |
| Metals & Mining | 4.85 | 0.97 |
| Materials | 3.27 | 3.09 |
| Consumer Staples | 12.45 | 4.63 |
| Healthcare | 6.93 | 7.24 |
| Automobile | 5.97 | 1.22 |
| Capital Goods | 3.49 | 4.76 |
| Insurance | 0.23 | - |
| Consumer Discretionary | 0.97 | 1.12 |
| Communication | 4.03 | 2.74 |
| Diversified | 1.93 | - |
| Services | 0.65 | 7.59 |
| Chemicals | - | 1.32 |
| Textiles | - | 0.48 |
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