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HSBC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
HSBC Balanced Advantage Fund - Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹1504 Cr | ₹4078 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Feb 2011 | 13 Nov 2018 |
| 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 | 49% | 173% |
| Expense Ratio | 2.11 | 1.89 |
| Manager | Mahesh A Chhabria | Miten Vora |
| ISIN Code | INF917K01KY4 | INF955L01HC4 |
| Exits Load | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 4.53% | 5.45% |
| 6 Month | -1.74% | -3% |
| 1 Year | 8.02% | 7.49% |
| 3 Year | 10.67% | 12.18% |
| 5 Year | 12.08% | 17.14% |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -1.31% | -2.2% |
| 1 Year | -1.48% | -5.26% |
| 3 Year | 10.32% | 10.66% |
| 5 Year | 9.7% | 11.58% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.61% | 15.87% |
| 3 Year | 9.03% | 14.5% |
| 5 Year | 9.29% | 15.77% |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.954% | 10.009% |
| Sharp | 0.453% | 0.418% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Miten Vora |
| Total AUM | ₹15021 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.98 | 31.15 |
| Large Cap | 35.51 | 42.99 |
| Small Cap | 17.5 | 11.21 |
| Mid Cap | 12.01 | 14.66 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.7 | 26.01 |
| Energy | 2.98 | 7.58 |
| Technology | 8.81 | 7.73 |
| Financial Services | 21.09 | 22.52 |
| Industrials | 7.87 | 12.94 |
| Healthcare | 6.65 | 6.54 |
| Basic Materials | 1.87 | 0.99 |
| Real Estate | 2.71 | - |
| Consumer Defensive | 2.37 | 2.53 |
| Utilities | 3.73 | 3.08 |
| Consumer Cyclical | 7.2 | 6.34 |
| Communication Services | - | 3.73 |
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