HSBC Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹94251 Cr	₹1504 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	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	21.38%	49%
Expense Ratio	1.35	2.11
Manager	Anil Bamboli	Mahesh A Chhabria
ISIN Code	INF179K01830	INF917K01KY4
Exits Load	HDFC 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Month	4.14%	2.55%
6 Month	-5.38%	-4.39%
1 Year	7.02%	5.58%
3 Year	18.88%	9.83%
5 Year	27.22%	13.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-1.26%	-2.38%
1 Year	-2.02%	-1.17%
3 Year	17.92%	10.93%
5 Year	20.87%	10.16%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Year	18.17%	8.61%
3 Year	15.89%	9.03%
5 Year	14.91%	9.29%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	9.701%	6.954%
Sharp	1.207%	0.453%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Name	Anil Bamboli	Mahesh A Chhabria
Total AUM	₹135442 Cr	₹15021 Cr
Funds Managed	12	9
	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	45.54	34.98
Large Cap	52.58	35.51
Small Cap	6.1	17.5
Mid Cap	6.45	12.01

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	43.92	34.7
Communication Services	2.71	-
Energy	7.4	2.98
Technology	5.37	8.81
Industrials	8.87	7.87
Basic Materials	2	1.87
Financial Services	22.36	21.09
Consumer Cyclical	5.5	7.2
Consumer Defensive	2.65	2.37
Real Estate	1.44	2.71
Healthcare	4.17	6.65
Utilities	4.3	3.73