Nippon India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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HSBC Balanced Advantage Fund - Regular Growth

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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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.8%	-3.5%
6 Month	1.98%	-0.1%
1 Year	12.89%	10.4%
3 Year	11.83%	10.19%
5 Year	12.32%	10.18%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	8.2%	5.99%
3 Year	14.52%	12.98%
5 Year	13.96%	11.51%

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	51.86
Large Cap	51.08	31.05
Mid Cap	11.66	16.92
Small Cap	7.54	19.75

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	HSBC Balanced Advantage Fund - Regular Growth
Others	41.92	51.86
Petroleum Products	2.38	2.12
IT - Software	7.22	4.47
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	2.37
Consumer Durables	2.52	4.41
Diversified FMCG	3.49	-
Banks	15.43	12.63
Automobiles	2.54	0.77
Aerospace & Defense	0.98	0.46
Electrical Equipment	1.62	1.53
Pharmaceuticals & Biotechnology	1.85	7.59
Ferrous Metals	0.52	-
Realty	1.82	3.79
Transport Infrastructure	2.16	-
Personal Products	1.61	0.16
Industrial Products	0.4	4.5
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	4.23
Transport Services	0.46	-
Retailing	1.61	1.7
Power	3.35	3.5
Financial Technology (Fintech)	1.09	1.55
Healthcare Services	0.24	0.96
Auto Components	1.47	0.84
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	1.72
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	1.57
Capital Markets	-	3.37
Non - Ferrous Metals	-	0.17
Paper, Forest & Jute Products	-	0.81
Fertilizers & Agrochemicals	-	1.17
Chemicals & Petrochemicals	-	0.61
Commercial Services & Supplies	-	0.72