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

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	Very High	Very High
Asset Size (Cr)	₹1446 Cr	₹3969 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jan 2013	04 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	2.12	1.88
Manager	Mahesh A Chhabria	Miten Vora
ISIN Code	INF917K01KY4	INF955L01HC4
Exits Load	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.98%	1.5%
6 Month	10.57%	12.26%
1 Year	23.64%	27.11%
3 Year	11.7%	14.58%
5 Year	11.86%	17.45%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	8.57%	10.7%
3 Year	21.35%	10.7%
5 Year	33.62%	10.7%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	11.08%	16.71%
3 Year	27.05%	39.46%
5 Year	37.8%	54.94%

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	5.55%	8.78%
Sharp	0.82%	0.89%
Beta	0.73%	1.12%
Alpha	1.73%	2.8%

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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
Fund Manage	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	33.62	11.57
Large Cap	30.99	48.87
Mid Cap	18.95	12.12
Small Cap	16.44	6.47

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	2.29	8.39
Sovereign	11.69	-
Energy	6.84	-
Services	7.59	-
Technology	3.94	-
Financial	33.15	-
Healthcare	7.24	-
Construction	6.93	5.05
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	-
Petroleum Products	-	5.61
IT - Software	-	4.09
Industrial Manufacturing	-	1.21
Banks	-	18.22
Pharmaceuticals & Biotechnology	-	3.69
Non - Ferrous Metals	-	0.03
Electrical Equipment	-	1.87
Realty	-	1.28
Transport Services	-	1.18
Capital Markets	-	1.56
Finance	-	1.92
Telecom - Services	-	3.28
Automobiles	-	2
Consumer Durables	-	2.27
Retailing	-	2.82
Power	-	4.49
Ferrous Metals	-	1.83
Food Products	-	0.9
Aerospace & Defense	-	2.12
Oil	-	0.91
Industrial Products	-	1.92
Auto Components	-	0.34
Financial Technology (Fintech)	-	0.53
Leisure Services	-	0.15
Healthcare Services	-	0.69
Beverages	-	0.68