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 | Very High |
| Asset Size (Cr) | ₹8282 Cr | ₹1446 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 01 Jan 2013 |
| 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 | 2.12 |
| 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 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.17% | 0.98% |
| 6 Month | 6.54% | 10.57% |
| 1 Year | 23.43% | 23.64% |
| 3 Year | 11.58% | 11.7% |
| 5 Year | 12.87% | 11.86% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.75% | 8.57% |
| 3 Year | 24.88% | 21.35% |
| 5 Year | 43.32% | 33.62% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.21% | 8.46% |
| 3 Year | 11.8% | 8.93% |
| 5 Year | 12% | 8.95% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.21% | 5.55% |
| Sharp | 0.88% | 0.82% |
| Beta | 0.2% | 0.73% |
| Alpha | 3.93% | 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 | 24.97 | 33.62 |
| Large Cap | 50.08 | 30.99 |
| Mid Cap | 10.11 | 18.95 |
| Small Cap | 2.14 | 16.44 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 11.62 | 2.29 |
| Healthcare | 1.79 | 7.24 |
| Automobile | 5 | 1.22 |
| Financial | 27.5 | 33.15 |
| Capital Goods | 3.94 | 4.76 |
| Services | 1.66 | 7.59 |
| Technology | 5.05 | 3.94 |
| Communication | 4.27 | 2.74 |
| Metals & Mining | 2.52 | 0.97 |
| Consumer Discretionary | 0.56 | 1.12 |
| Textiles | 0.6 | 0.48 |
| Consumer Staples | 6.86 | 4.63 |
| Materials | 0.86 | 3.09 |
| Construction | 2.11 | 6.93 |
| Energy | 6.09 | 6.84 |
| Sovereign | 6.38 | 11.69 |
| Diversified | 0.49 | - |
| Chemicals | - | 1.32 |
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