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HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
1 Month 4.92% 3.51%
6 Month -4.75% -3.63%
1 Year 8.6% 7.07%
3 Year 19.75% 10.35%
5 Year 26.67% 13.04%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
6 Month -1.26% -2.38%
1 Year -2.02% -1.17%
3 Year 17.92% 10.93%
5 Year 20.87% 10.16%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 9.701% 6.954%
Sharp 1.207% 0.453%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 12 9
HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

HSBC Balanced Advantage Fund - Regular Growth

Others 45.54 34.98
Large Cap 52.58 35.51
Small Cap 6.1 17.5
Mid Cap 6.45 12.01

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

HSBC Balanced Advantage Fund - Regular Growth

Others 43.92 34.7
Communication Services 2.71 -
Energy 7.4 2.98
Technology 5.37 8.81
Industrials 8.87 7.87
Basic Materials 2 1.87
Financial Services 22.36 21.09
Consumer Cyclical 5.5 7.2
Consumer Defensive 2.65 2.37
Real Estate 1.44 2.71
Healthcare 4.17 6.65
Utilities 4.3 3.73

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