HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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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