BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HSBC Balanced Advantage Fund compare

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tortoise-icon BAJAJ FINSERV 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
1 Year - 8.46%
3 Year - 8.93%
5 Year - 8.95%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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