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

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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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	Moderately High
Asset Size (Cr)	₹1278 Cr	₹1504 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	08 Dec 2023	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	%	49%
Expense Ratio	2.09	2.11
Manager	Siddharth Chaudhary	Mahesh A Chhabria
ISIN Code	INF0QA701680	INF917K01KY4
Exits Load	Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.91%	2.01%
6 Month	-7.13%	-3.55%
1 Year	-0.99%	4.76%
3 Year	-	9.7%
5 Year	-	11.85%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-1.62%	-1.31%
1 Year	-6.75%	-1.48%
3 Year	-	10.32%
5 Year	-	9.7%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HSBC Balanced Advantage Fund - Regular Growth
1 Year	5.39%	8.61%
3 Year	-	9.03%
5 Year	-	9.29%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.954%
Sharp	-	0.453%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	15.51	34.98
Large Cap	81.32	35.51
Small Cap	2.14	17.5
Mid Cap	1.02	12.01

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HSBC Balanced Advantage Fund - Regular Growth
Others	15	34.7
Energy	7.2	2.98
Technology	12.57	8.81
Consumer Defensive	10.31	2.37
Industrials	5.44	7.87
Basic Materials	6.39	1.87
Financial Services	21.41	21.09
Healthcare	10.13	6.65
Consumer Cyclical	6.55	7.2
Communication Services	3.46	-
Utilities	1.53	3.73
Real Estate	-	2.71