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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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tortoise-icon 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 ₹4115 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 1.46% 1.42%
6 Month 5.73% 4.21%
1 Year 15.73% 16.25%
3 Year 11.72% 13.08%
5 Year 11.02% 15.96%

SIP Return Analysis

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 13.76% 12.14%
3 Year 15.45% 16.89%
5 Year 12.97% 16.08%

Rolling Lumpsum Returns

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 8.47% 15.8%
3 Year 8.89% 14.68%
5 Year 8.9% 15.75%

Risk Management

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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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
Fund Manage 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 33.62 35.61
Large Cap 30.99 44.53
Mid Cap 18.95 12.78
Small Cap 16.44 16.17

Sector Allocation

Scheme Name

HSBC Balanced Advantage Fund - Regular Growth

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

Others 2.29 35.61
Sovereign 11.69 -
Energy 6.84 -
Services 7.59 -
Technology 3.94 -
Financial 33.15 -
Healthcare 7.24 -
Construction 6.93 5.79
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 - 6.14
Electrical Equipment - 3.08
IT - Software - 5.94
Industrial Manufacturing - 2.25
Banks - 13.81
Diversified FMCG - 0.17
Pharmaceuticals & Biotechnology - 4.13
Non - Ferrous Metals - 0.35
Realty - 1.37
Miscellaneous - 0.86
Personal Products - 0.55
Finance - 2.11
IT - Services - 0.49
Automobiles - 0.91
Consumer Durables - 1.35
Retailing - 4.12
Power - 5.63
Chemicals & Petrochemicals - 0.52
Food Products - 0.27
Aerospace & Defense - 2.03
Oil - 0.57
Industrial Products - 1.67
Household Products - 0.54
Auto Components - 1.8
Telecom - Services - 1.96
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03
Transport Services - 0.54
Leisure Services - 0.24
Healthcare Services - 0.75
Beverages - 0.87

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