HSBC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹2652 Cr | ₹1504 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Aug 2017 | 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 | 24% | 49% |
Expense Ratio | 2 | 2.11 |
Manager | Hardik Shah | Mahesh A Chhabria |
ISIN Code | INF846K01A52 | INF917K01KY4 |
Exits Load | Axis 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 | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.39% | 1.35% |
6 Month | 1.44% | -0.12% |
1 Year | 12.62% | 7.01% |
3 Year | 13.99% | 11.04% |
5 Year | 14.33% | 12.12% |
SIP Return Analysis
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 2.28% | 0.95% |
1 Year | 4.99% | 1.73% |
3 Year | 15.41% | 11.6% |
5 Year | 13.48% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 8.22% | 8.61% |
3 Year | 9.95% | 9.03% |
5 Year | 8.8% | 9.29% |
Risk Management
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 8.096% | 6.954% |
Sharp | 0.607% | 0.453% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Hardik Shah | Mahesh A Chhabria |
Total AUM | ₹0 Cr | ₹15021 Cr |
Funds Managed | 12 | 9 |
Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 34.05 | 34.98 |
Large Cap | 56.4 | 35.51 |
Mid Cap | 5.5 | 12.01 |
Small Cap | 4.04 | 17.5 |
Sector Allocation
Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.81 | 34.7 |
Energy | 7.7 | 2.98 |
Industrials | 5.28 | 7.87 |
Technology | 6.58 | 8.81 |
Basic Materials | 3.97 | 1.87 |
Consumer Defensive | 2.51 | 2.37 |
Financial Services | 21.88 | 21.09 |
Healthcare | 5.99 | 6.65 |
Consumer Cyclical | 7.77 | 7.2 |
Communication Services | 3.08 | - |
Utilities | 1.99 | 3.73 |
Real Estate | 0.43 | 2.71 |
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