HSBC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderately High |
Asset Size (Cr) | ₹8282 Cr | ₹1504 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 15 Nov 2004 | 07 Feb 2011 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 334% | 49% |
Expense Ratio | 1.76 | 2.11 |
Manager | Ashutosh Bhargava | Mahesh A Chhabria |
ISIN Code | INF204K01596 | INF917K01KY4 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -0.8% | 3.36% |
6 Month | 1.98% | -3.67% |
1 Year | 12.89% | 7.07% |
3 Year | 11.83% | 10.57% |
5 Year | 12.32% | 13.09% |
SIP Return Analysis
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | -2.38% |
1 Year | 8.2% | -1.17% |
3 Year | 14.52% | 10.93% |
5 Year | 13.96% | 10.16% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 14.38% | 8.61% |
3 Year | 11.8% | 9.03% |
5 Year | 12.32% | 9.29% |
Risk Management
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.21% | 6.954% |
Sharp | 0.79% | 0.453% |
Beta | 0.86% | - |
Alpha | 2.82% | - |
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Fund Managers
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Ashutosh Bhargava | Mahesh A Chhabria |
Total AUM | ₹121448 Cr | ₹15021 Cr |
Funds Managed | 12 | 9 |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 41.92 | 34.98 |
Large Cap | 51.08 | 35.51 |
Mid Cap | 11.66 | 12.01 |
Small Cap | 7.54 | 17.5 |
Sector Allocation
Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 41.92 | 34.7 |
Petroleum Products | 2.38 | - |
IT - Software | 7.22 | - |
Cement & Cement Products | 1.12 | - |
IT - Services | 0.27 | - |
Construction | 2.1 | - |
Consumer Durables | 2.52 | - |
Diversified FMCG | 3.49 | - |
Banks | 15.43 | - |
Automobiles | 2.54 | - |
Aerospace & Defense | 0.98 | - |
Electrical Equipment | 1.62 | - |
Pharmaceuticals & Biotechnology | 1.85 | - |
Ferrous Metals | 0.52 | - |
Realty | 1.82 | - |
Transport Infrastructure | 2.16 | - |
Personal Products | 1.61 | - |
Industrial Products | 0.4 | - |
Telecom - Services | 4.13 | - |
Insurance | 2.85 | - |
Finance | 1.76 | - |
Transport Services | 0.46 | - |
Retailing | 1.61 | - |
Power | 3.35 | - |
Financial Technology (Fintech) | 1.09 | - |
Healthcare Services | 0.24 | - |
Auto Components | 1.47 | - |
Diversified | 0.55 | - |
Other Utilities | 0.36 | - |
Beverages | 1.42 | - |
Textiles & Apparels | 0.74 | - |
Food Products | 0.52 | - |
Leisure Services | 1.7 | - |
Energy | - | 2.98 |
Technology | - | 8.81 |
Financial Services | - | 21.09 |
Industrials | - | 7.87 |
Healthcare | - | 6.65 |
Basic Materials | - | 1.87 |
Real Estate | - | 2.71 |
Consumer Defensive | - | 2.37 |
Utilities | - | 3.73 |
Consumer Cyclical | - | 7.2 |
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