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 | Moderately High |
| Asset Size (Cr) | ₹2547 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 | 2.01 | 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 |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.2% | 2.41% |
| 6 Month | 5.36% | 6.57% |
| 1 Year | 18.86% | 16.05% |
| 3 Year | 12.26% | 11.72% |
| 5 Year | 12.28% | 11.12% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.35% | 13.76% |
| 3 Year | 17.2% | 15.45% |
| 5 Year | 14.68% | 12.97% |
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.63% | 8.47% |
| 3 Year | 9.65% | 8.89% |
| 5 Year | 8.02% | 8.9% |
| 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 | 18.35 | 33.62 |
| Large Cap | 53.62 | 30.99 |
| Mid Cap | 8.15 | 18.95 |
| Small Cap | 6.52 | 16.44 |
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.35 | 2.29 |
| Petroleum Products | 4.54 | - |
| IT - Software | 6.38 | - |
| Cement & Cement Products | 1.08 | - |
| Personal Products | 0.77 | - |
| Construction | 2.97 | 6.93 |
| Capital Markets | 0.02 | - |
| Healthcare Services | 1.63 | - |
| Banks | 14.48 | - |
| Diversified FMCG | 0.66 | - |
| Non - Ferrous Metals | 0.77 | - |
| Pharmaceuticals & Biotechnology | 4.91 | - |
| Aerospace & Defense | 0.99 | - |
| Auto Components | 0.45 | - |
| Electrical Equipment | 0.79 | - |
| Automobiles | 5.31 | - |
| Ferrous Metals | 0.19 | - |
| Finance | 4.42 | - |
| Insurance | 2.9 | - |
| Gas | 0.14 | - |
| IT - Services | 0.08 | - |
| Agricultural Food & other Products | 0.64 | - |
| Diversified Metals | 0.46 | - |
| Oil | 0.54 | - |
| Food Products | 0.04 | - |
| Power | 2.35 | - |
| Consumer Durables | 0.22 | - |
| Industrial Products | 0.71 | - |
| Chemicals & Petrochemicals | 1.32 | - |
| Household Products | 0.73 | - |
| Telecom - Services | 2.46 | - |
| Consumable Fuels | 0.87 | - |
| Fertilizers & Agrochemicals | 0.8 | - |
| Industrial Manufacturing | 1.45 | - |
| Transport Services | 0.03 | - |
| Retailing | 0.65 | - |
| Leisure Services | 0.56 | - |
| Realty | 0.45 | - |
| Beverages | 0.53 | - |
| Sovereign | - | 11.69 |
| Energy | - | 6.84 |
| Services | - | 7.59 |
| Technology | - | 3.94 |
| Financial | - | 33.15 |
| Healthcare | - | 7.24 |
| Consumer Staples | - | 4.63 |
| Automobile | - | 1.22 |
| Materials | - | 3.09 |
| Chemicals | - | 1.32 |
| Capital Goods | - | 4.76 |
| Communication | - | 2.74 |
| Consumer Discretionary | - | 1.12 |
| Textiles | - | 0.48 |
| Metals & Mining | - | 0.97 |
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