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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| Scheme 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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