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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
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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.59% | -3.78% |
| 6 Month | -10.63% | -6.22% |
| 1 Year | -2.28% | 2.98% |
| 3 Year | - | 9.71% |
| 5 Year | - | 9.92% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.54% | 1.26% |
| 3 Year | - | 11.54% |
| 5 Year | - | 10.71% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.97% | 8.61% |
| 3 Year | - | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.562% |
| Sharp | - | 0.612% |
| Beta | - | - |
| Alpha | - | - |
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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 | 21.89 | 52.08 |
| Large Cap | 70.85 | 33.67 |
| Mid Cap | 5.89 | 15.24 |
| Small Cap | 1.37 | 18.76 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 21.89 | 52.08 |
| Petroleum Products | 8.34 | 1.99 |
| IT - Software | 10.01 | 4.97 |
| Personal Products | 1.4 | 0.14 |
| Construction | 2.59 | 2.32 |
| Ferrous Metals | 2.32 | - |
| Consumer Durables | 1.21 | 4.71 |
| Diversified FMCG | 4.75 | - |
| Non - Ferrous Metals | 1.24 | 0.09 |
| Banks | 17.18 | 12.4 |
| Pharmaceuticals & Biotechnology | 8.41 | 7.17 |
| Cement & Cement Products | 2.61 | - |
| Automobiles | 4.81 | 0.76 |
| Electrical Equipment | 0.22 | 1.73 |
| Insurance | 0.9 | - |
| Agricultural Food & other Products | 1.9 | - |
| Oil | 0.31 | - |
| Food Products | 2.05 | - |
| Power | 1.21 | 3.41 |
| Finance | 1.78 | 4 |
| Telecom - Services | 2.21 | - |
| Healthcare Services | 0.31 | 1.11 |
| Beverages | 1.38 | 1.78 |
| Retailing | 0.97 | 1.74 |
| Capital Markets | - | 3.27 |
| Paper, Forest & Jute Products | - | 0.74 |
| Fertilizers & Agrochemicals | - | 1.15 |
| Realty | - | 3.59 |
| Industrial Products | - | 4.55 |
| Aerospace & Defense | - | 0.44 |
| Chemicals & Petrochemicals | - | 0.59 |
| Financial Technology (Fintech) | - | 1.72 |
| Commercial Services & Supplies | - | 0.74 |
| Leisure Services | - | 1.77 |
| Auto Components | - | 0.79 |
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