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
| 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 | Very High |
| Asset Size (Cr) | ₹2323 Cr | ₹1446 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Aug 2017 | 01 Jan 2013 |
| 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 | 2.03 | 2.12 |
| Manager | Hardik Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01A52 | INF917K01KY4 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.45% | 0.98% |
| 6 Month | 14.11% | 10.57% |
| 1 Year | 30.3% | 23.64% |
| 3 Year | 13.03% | 11.7% |
| 5 Year | 13.14% | 11.86% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.57% | 8.57% |
| 3 Year | 26.75% | 21.35% |
| 5 Year | 41.86% | 33.62% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.56% | 11.08% |
| 3 Year | 32.12% | 27.05% |
| 5 Year | 45.81% | 37.8% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.39% | 5.55% |
| Sharp | 0.89% | 0.82% |
| Beta | 0.98% | 0.73% |
| Alpha | 2.31% | 1.73% |
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| 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 |
| Fund Manage | 12 | 9 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.88 | 33.62 |
| Large Cap | 51.36 | 30.99 |
| Mid Cap | 7.43 | 18.95 |
| Small Cap | 5.34 | 16.44 |
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 9.94 | 2.29 |
| Insurance | 2.43 | - |
| Chemicals | 2.54 | 1.32 |
| Technology | 4.95 | 3.94 |
| Consumer Staples | 3.53 | 4.63 |
| Financial | 28.95 | 33.15 |
| Automobile | 6.85 | 1.22 |
| Materials | 1.96 | 3.09 |
| Energy | 7.6 | 6.84 |
| Capital Goods | 4.12 | 4.76 |
| Metals & Mining | 1.01 | 0.97 |
| Sovereign | 11.61 | 11.69 |
| Construction | 3.68 | 6.93 |
| Healthcare | 5.51 | 7.24 |
| Services | 1.28 | 7.59 |
| Communication | 4.05 | 2.74 |
| Consumer Discretionary | - | 1.12 |
| Textiles | - | 0.48 |
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