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HSBC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon 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 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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