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HSBC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 4.19% 3.36%
6 Month -4.05% -3.67%
1 Year 11.22% 7.07%
3 Year 12.94% 10.57%
5 Year 14.31% 13.09%

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month -0.37% -2.38%
1 Year 2.96% -1.17%
3 Year 14.76% 10.93%
5 Year 13.17% 10.16%

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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