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
| 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 | Very High | 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 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.9% | 2.41% |
| 6 Month | 3.03% | 6.57% |
| 1 Year | 13.93% | 16.05% |
| 3 Year | 12.03% | 11.72% |
| 5 Year | 12.42% | 11.12% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.93% | 13.76% |
| 3 Year | 14.42% | 15.45% |
| 5 Year | 13.94% | 12.97% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.38% | 8.47% |
| 3 Year | 11.8% | 8.89% |
| 5 Year | 12.32% | 8.9% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.21% | 5.55% |
| Sharp | 0.79% | 0.82% |
| Beta | 0.86% | 0.73% |
| Alpha | 2.82% | 1.73% |
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| 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 |
| Fund Manage | 12 | 9 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 41.92 | 33.62 |
| Large Cap | 51.08 | 30.99 |
| Mid Cap | 11.66 | 18.95 |
| Small Cap | 7.54 | 16.44 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 41.92 | 2.29 |
| Petroleum Products | 2.38 | - |
| IT - Software | 7.22 | - |
| Cement & Cement Products | 1.12 | - |
| IT - Services | 0.27 | - |
| Construction | 2.1 | 6.93 |
| 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 | - |
| Sovereign | - | 11.69 |
| Energy | - | 6.84 |
| Services | - | 7.59 |
| Technology | - | 3.94 |
| Financial | - | 33.15 |
| Healthcare | - | 7.24 |
| 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 |
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