HSBC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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HSBC Balanced Advantage Fund - Regular Growth

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

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

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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	3.36%	6.56%
6 Month	-3.67%	-5.62%
1 Year	7.07%	7.04%
3 Year	10.57%	12.21%
5 Year	13.09%	18.2%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-1.6%	-0.95%
1 Year	-0.82%	-1.06%
3 Year	10.9%	12.66%
5 Year	10.13%	12.96%

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%

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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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

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

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