HSBC Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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HSBC Balanced Advantage Fund - Regular Growth

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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)	₹94866 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	-4.6%	-4.59%
6 Month	-3.27%	0.05%
1 Year	12.55%	10.41%
3 Year	19.29%	9.87%
5 Year	18.93%	10.28%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	4.28%	7.85%
3 Year	20.55%	13.56%
5 Year	22.28%	11.75%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Year	18.18%	8.47%
3 Year	15.79%	8.89%
5 Year	14.82%	8.9%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	9.4%	5.55%
Sharp	1.72%	0.82%
Beta	0.99%	0.73%
Alpha	11.94%	1.73%

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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
Fund Manage	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	46.37	51.86
Large Cap	54.24	31.05
Small Cap	7.04	19.75
Mid Cap	6.84	16.92

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
Others	46.37	51.86
Telecom - Services	2.55	-
Petroleum Products	4.95	2.12
Electrical Equipment	0.68	1.53
IT - Software	4.29	4.47
Pharmaceuticals & Biotechnology	4.04	7.59
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	2.37
Finance	4.25	4.23
Ferrous Metals	0.49	-
Consumer Durables	0.31	4.41
Banks	18.34	12.63
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	0.17
Realty	1.36	3.79
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	1.57
Automobiles	3.27	0.77
Aerospace & Defense	1.44	0.46
Power	4.23	3.5
Insurance	0.84	-
Personal Products	0.01	0.16
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	4.5
Auto Components	0.88	0.84
Chemicals & Petrochemicals	0.37	0.61
Capital Markets	0.1	3.37
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	0.96
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	1.55
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	1.17
Retailing	0.03	1.7
Paper, Forest & Jute Products	-	0.81
Beverages	-	1.72
Commercial Services & Supplies	-	0.72