Baroda BNP Paribas Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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HSBC Balanced Advantage Fund - Regular Growth

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High Risk
Asset Size (Cr)	₹1504 Cr	₹4078 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	07 Feb 2011	13 Nov 2018
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%	173%
Expense Ratio	2.11	1.89
Manager	Mahesh A Chhabria	Miten Vora
ISIN Code	INF917K01KY4	INF955L01HC4
Exits Load	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Data not available./365

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-1.78%	-2.9%
6 Month	-3.57%	-5.83%
1 Year	5.71%	5.14%
3 Year	10.01%	11.35%
5 Year	9.8%	13.9%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	-0.84%	-4.04%
3 Year	10.59%	11.29%
5 Year	10.15%	12.58%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	8.61%	15.87%
3 Year	9.03%	14.5%
5 Year	9.29%	15.77%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	6.562%	9.305%
Sharp	0.612%	0.603%
Beta	-	-
Alpha	-	-

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Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name	Mahesh A Chhabria	Miten Vora
Total AUM	₹15021 Cr	₹6478 Cr
Fund Manage	9	6
	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	52.08	35.61
Large Cap	33.67	44.53
Small Cap	18.76	16.17
Mid Cap	15.24	12.78

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	52.08	35.61
Petroleum Products	1.99	6.14
IT - Software	4.97	5.94
Capital Markets	3.27	1.03
Construction	2.32	5.79
Healthcare Services	1.11	0.75
Non - Ferrous Metals	0.09	0.35
Pharmaceuticals & Biotechnology	7.17	4.13
Banks	12.4	13.81
Paper, Forest & Jute Products	0.74	-
Fertilizers & Agrochemicals	1.15	-
Realty	3.59	1.37
Personal Products	0.14	0.55
Industrial Products	4.55	1.67
Electrical Equipment	1.73	3.08
Beverages	1.78	0.87
Power	3.41	5.63
Aerospace & Defense	0.44	2.03
Finance	4	2.11
Consumer Durables	4.71	1.35
Chemicals & Petrochemicals	0.59	0.52
Financial Technology (Fintech)	1.72	1.64
Automobiles	0.76	0.91
Retailing	1.74	4.12
Commercial Services & Supplies	0.74	-
Leisure Services	1.77	0.24
Auto Components	0.79	1.8
Industrial Manufacturing	-	2.25
Diversified FMCG	-	0.17
Miscellaneous	-	0.86
IT - Services	-	0.49
Food Products	-	0.27
Oil	-	0.57
Household Products	-	0.54
Telecom - Services	-	1.96
Transport Services	-	0.54