HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹89878 Cr | ₹1446 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Feb 1994 | 01 Jan 2013 |
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 | 21.38% | 49% |
Expense Ratio | 1.36 | 2.12 |
Manager | Anil Bamboli | Mahesh A Chhabria |
ISIN Code | INF179K01830 | INF917K01KY4 |
Exits Load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 0.8% | 0.98% |
6 Month | 14.14% | 10.57% |
1 Year | 37.88% | 23.64% |
3 Year | 25.15% | 11.7% |
5 Year | 22.06% | 11.86% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.09% | 8.57% |
3 Year | 46.46% | 21.35% |
5 Year | 86.54% | 33.62% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 23.04% | 11.08% |
3 Year | 65.03% | 27.05% |
5 Year | 91.64% | 37.8% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.4% | 5.55% |
Sharp | 1.72% | 0.82% |
Beta | 0.99% | 0.73% |
Alpha | 11.94% | 1.73% |
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Get Free Experts GuidanceScheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Anil Bamboli | Mahesh A Chhabria |
Total AUM | ₹135442 Cr | ₹15021 Cr |
Fund Manage | 12 | 9 |
HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Large Cap | 51.6 | 30.99 |
Others | 34.85 | 33.62 |
Mid Cap | 6.11 | 18.95 |
Small Cap | 7.44 | 16.44 |
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Banks | 16.75 | - |
Others | 33.27 | 2.29 |
Consumable Fuels | 3.64 | - |
Power | 4.33 | - |
Petroleum Products | 4.65 | - |
Construction | 4.33 | 6.93 |
IT - Software | 4.11 | - |
Diversified FMCG | 2.39 | - |
Telecom - Services | 2.17 | - |
Finance | 4.33 | - |
Pharmaceuticals & Biotechnology | 3.16 | - |
Automobiles | 2.62 | - |
Gas | 1 | - |
Aerospace & Defense | 2.96 | - |
Industrial Manufacturing | 1.87 | - |
Realty | 1.28 | - |
Transport Infrastructure | 0.96 | - |
Electrical Equipment | 0.62 | - |
Auto Components | 0.97 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | - |
Insurance | 0.8 | - |
Oil | 0.39 | - |
Consumer Durables | 0.45 | - |
Diversified Metals | 0.28 | - |
Industrial Products | 0.27 | - |
Chemicals & Petrochemicals | 0.2 | - |
Healthcare Services | 0.17 | - |
Ferrous Metals | 0.26 | - |
Entertainment | 0.15 | - |
Food Products | 0.12 | - |
Non - Ferrous Metals | 0.12 | - |
Metals & Minerals Trading | 0.09 | - |
Transport Services | 0.15 | - |
Capital Markets | 0.08 | - |
Cement & Cement Products | 0.13 | - |
Fertilizers & Agrochemicals | 0.09 | - |
Financial Technology (Fintech) | 0.04 | - |
Leisure Services | 0.06 | - |
Retailing | 0.03 | - |
Personal Products | 0.01 | - |
Agricultural Food & other Products | 0.01 | - |
Financial | - | 33.15 |
Sovereign | - | 11.69 |
Healthcare | - | 7.24 |
Communication | - | 2.74 |
Energy | - | 6.84 |
Materials | - | 3.09 |
Consumer Staples | - | 4.63 |
Capital Goods | - | 4.76 |
Services | - | 7.59 |
Technology | - | 3.94 |
Consumer Discretionary | - | 1.12 |
Chemicals | - | 1.32 |
Metals & Mining | - | 0.97 |
Automobile | - | 1.22 |
Textiles | - | 0.48 |
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