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

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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

Invest Now

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
Asset Size (Cr)	₹1504 Cr	₹4115 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	-3.5%	-3.19%
6 Month	-0.1%	-0.67%
1 Year	10.4%	10.58%
3 Year	10.19%	11.54%
5 Year	10.18%	15.03%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	5.99%	5.02%
3 Year	12.98%	14.52%
5 Year	11.51%	14.56%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	51.86	35.61
Large Cap	31.05	44.53
Small Cap	19.75	16.17
Mid Cap	16.92	12.78

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	51.86	35.61
Petroleum Products	2.12	6.14
IT - Software	4.47	5.94
Capital Markets	3.37	1.03
Construction	2.37	5.79
Healthcare Services	0.96	0.75
Non - Ferrous Metals	0.17	0.35
Pharmaceuticals & Biotechnology	7.59	4.13
Banks	12.63	13.81
Paper, Forest & Jute Products	0.81	-
Fertilizers & Agrochemicals	1.17	-
Realty	3.79	1.37
Personal Products	0.16	0.55
Industrial Products	4.5	1.67
Electrical Equipment	1.53	3.08
Beverages	1.72	0.87
Power	3.5	5.63
Aerospace & Defense	0.46	2.03
Consumer Durables	4.41	1.35
Finance	4.23	2.11
Chemicals & Petrochemicals	0.61	0.52
Financial Technology (Fintech)	1.55	1.64
Automobiles	0.77	0.91
Retailing	1.7	4.12
Commercial Services & Supplies	0.72	-
Leisure Services	1.57	0.24
Auto Components	0.84	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