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 | -1.4% | -0.52% |
| 6 Month | 8.58% | 9.56% |
| 1 Year | 29.35% | 21.11% |
| 3 Year | 20.46% | 10.38% |
| 5 Year | 20.15% | 11.13% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.47% | 15.05% |
| 3 Year | 24.5% | 15.13% |
| 5 Year | 24.5% | 12.71% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.18% | 8.47% |
| 3 Year | 15.79% | 8.89% |
| 5 Year | 14.82% | 8.9% |
| 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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| 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 | 34.85 | 33.62 |
| Large Cap | 51.6 | 30.99 |
| Small Cap | 7.44 | 16.44 |
| Mid Cap | 6.11 | 18.95 |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.27 | 2.29 |
| Telecom - Services | 2.17 | - |
| Petroleum Products | 4.65 | - |
| Electrical Equipment | 0.62 | - |
| IT - Software | 4.11 | - |
| Pharmaceuticals & Biotechnology | 3.16 | - |
| Industrial Manufacturing | 1.87 | - |
| Cement & Cement Products | 0.13 | - |
| Transport Services | 0.15 | - |
| Construction | 4.33 | 6.93 |
| Finance | 4.33 | - |
| Ferrous Metals | 0.26 | - |
| Consumer Durables | 0.45 | - |
| Banks | 16.75 | - |
| Diversified FMCG | 2.39 | - |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 1.28 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Leisure Services | 0.06 | - |
| Automobiles | 2.62 | - |
| Aerospace & Defense | 2.96 | - |
| Power | 4.33 | - |
| Insurance | 0.8 | - |
| Personal Products | 0.01 | - |
| Gas | 1 | - |
| Entertainment | 0.15 | - |
| Agricultural Food & other Products | 0.01 | - |
| Diversified Metals | 0.28 | - |
| Oil | 0.39 | - |
| Food Products | 0.12 | - |
| Chemicals & Petrochemicals | 0.2 | - |
| Capital Markets | 0.08 | - |
| Metals & Minerals Trading | 0.09 | - |
| Healthcare Services | 0.17 | - |
| Auto Components | 0.97 | - |
| Industrial Products | 0.27 | - |
| Transport Infrastructure | 0.96 | - |
| Consumable Fuels | 3.64 | - |
| Financial Technology (Fintech) | 0.04 | - |
| Fertilizers & Agrochemicals | 0.09 | - |
| Retailing | 0.03 | - |
| Sovereign | - | 11.69 |
| Energy | - | 6.84 |
| Services | - | 7.59 |
| Technology | - | 3.94 |
| Financial | - | 33.15 |
| Healthcare | - | 7.24 |
| 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 |
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