HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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HSBC Balanced Advantage Fund - Regular Growth

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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	Moderately High
Asset Size (Cr)	₹94866 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	1.09%	2.41%
6 Month	1.89%	6.57%
1 Year	17.75%	16.05%
3 Year	22.12%	11.72%
5 Year	19.89%	11.12%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	10.12%	13.76%
3 Year	22.88%	15.45%
5 Year	23.82%	12.97%

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	46.37	33.62
Large Cap	54.24	30.99
Small Cap	7.04	16.44
Mid Cap	6.84	18.95

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	46.37	2.29
Telecom - Services	2.55	-
Petroleum Products	4.95	-
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	-
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	6.93
Finance	4.25	-
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	-
Personal Products	0.01	-
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	-
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
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