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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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tortoise-icon 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 Very High Very High
Asset Size (Cr) ₹1446 Cr ₹3969 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 04 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 2.12 1.88
Manager Mahesh A Chhabria Miten Vora
ISIN Code INF917K01KY4 INF955L01HC4
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -1.82% -3.03%
6 Month 6.47% 5.12%
1 Year 18.45% 20.09%
3 Year 10.21% 11.91%
5 Year 10.76% 15.61%

SIP Return Analysis

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 15.05% 15.07%
3 Year 15.13% 17.16%
5 Year 12.71% 16.28%

Rolling Lumpsum Returns

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 8.47% 15.8%
3 Year 8.89% 14.68%
5 Year 8.9% 15.75%

Risk Management

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 5.55% 8.78%
Sharp 0.82% 0.89%
Beta 0.73% 1.12%
Alpha 1.73% 2.8%

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Fund Managers

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

Market Cap

Scheme Name

HSBC Balanced Advantage Fund - Regular Growth

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

Others 33.62 11.57
Large Cap 30.99 48.87
Mid Cap 18.95 12.12
Small Cap 16.44 6.47

Sector Allocation

Scheme Name

HSBC Balanced Advantage Fund - Regular Growth

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

Others 2.29 8.39
Sovereign 11.69 -
Energy 6.84 -
Services 7.59 -
Technology 3.94 -
Financial 33.15 -
Healthcare 7.24 -
Construction 6.93 5.05
Consumer Staples 4.63 -
Automobile 1.22 -
Materials 3.09 -
Chemicals 1.32 -
Capital Goods 4.76 -
Communication 2.74 -
Consumer Discretionary 1.12 -
Textiles 0.48 -
Metals & Mining 0.97 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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