HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

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 Risk	Moderately High
Asset Size (Cr)	₹94251 Cr	₹1504 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	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	21.38%	49%
Expense Ratio	1.35	2.11
Manager	Anil Bamboli	Mahesh A Chhabria
ISIN Code	INF179K01830	INF917K01KY4
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.13%	-1.78%
6 Month	-6.1%	-3.57%
1 Year	6.23%	5.71%
3 Year	19.44%	10.01%
5 Year	19.02%	9.8%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-2.88%	-0.84%
3 Year	17.55%	10.59%
5 Year	20.93%	10.15%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Year	18.17%	8.61%
3 Year	15.89%	9.03%
5 Year	14.91%	9.29%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	9.475%	6.562%
Sharp	1.292%	0.612%
Beta	-	-
Alpha	-	-

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Scheme 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
Others	46.37	52.08
Large Cap	54.24	33.67
Small Cap	7.04	18.76
Mid Cap	6.84	15.24

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	46.37	52.08
Telecom - Services	2.55	-
Petroleum Products	4.95	1.99
Electrical Equipment	0.68	1.73
IT - Software	4.29	4.97
Pharmaceuticals & Biotechnology	4.04	7.17
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	2.32
Finance	4.25	4
Ferrous Metals	0.49	-
Consumer Durables	0.31	4.71
Banks	18.34	12.4
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	0.09
Realty	1.36	3.59
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	1.77
Automobiles	3.27	0.76
Aerospace & Defense	1.44	0.44
Power	4.23	3.41
Insurance	0.84	-
Personal Products	0.01	0.14
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	4.55
Auto Components	0.88	0.79
Chemicals & Petrochemicals	0.37	0.59
Capital Markets	0.1	3.27
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	1.11
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	1.72
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	1.15
Retailing	0.03	1.74
Paper, Forest & Jute Products	-	0.74
Beverages	-	1.78
Commercial Services & Supplies	-	0.74