HSBC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹1446 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Apr 2000 | 01 Jan 2013 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | 49% |
Expense Ratio | 1.79 | 2.12 |
Manager | Lovelish Solanki | Mahesh A Chhabria |
ISIN Code | INF084M01AB8 | INF917K01KY4 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 2.83% | 0.98% |
6 Month | 12.11% | 10.57% |
1 Year | 22.16% | 23.64% |
3 Year | 11.79% | 11.7% |
5 Year | 14.31% | 11.86% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.37% | 8.57% |
3 Year | 23.8% | 21.35% |
5 Year | 42.23% | 33.62% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.79% | 11.08% |
3 Year | 32.93% | 27.05% |
5 Year | 45.24% | 37.8% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.2% | 5.55% |
Sharp | 0.86% | 0.82% |
Beta | 0.83% | 0.73% |
Alpha | 1.84% | 1.73% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Lovelish Solanki | Mahesh A Chhabria |
Total AUM | ₹14756 Cr | ₹15021 Cr |
Fund Manage | 2 | 9 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 23.54 | 33.62 |
Large Cap | 47.16 | 30.99 |
Mid Cap | 7.19 | 18.95 |
Small Cap | 3.17 | 16.44 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 18.04 | 2.29 |
Financial | 19.29 | 33.15 |
Energy | 6.43 | 6.84 |
Sovereign | 6.39 | 11.69 |
Technology | 4.01 | 3.94 |
Construction | 2.06 | 6.93 |
Consumer Staples | 5.1 | 4.63 |
Automobile | 4.27 | 1.22 |
Communication | 4.11 | 2.74 |
Healthcare | 2.88 | 7.24 |
Metals & Mining | 1.68 | 0.97 |
Materials | 2.42 | 3.09 |
Consumer Discretionary | 1.45 | 1.12 |
Capital Goods | 1.95 | 4.76 |
Diversified | 0.45 | - |
Services | 0.28 | 7.59 |
Chemicals | 0.25 | 1.32 |
Textiles | - | 0.48 |
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