SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹31166 Cr | ₹1446 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2021 | 01 Jan 2013 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 39.82% | 49% |
| Expense Ratio | 1.59 | 2.12 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200KA1Y40 | INF917K01KY4 |
| Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.97% | -1.82% |
| 6 Month | 3.96% | 6.47% |
| 1 Year | 19.11% | 18.45% |
| 3 Year | 12.45% | 10.21% |
| 5 Year | - | 10.76% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.2% | 15.05% |
| 3 Year | 16.23% | 15.13% |
| 5 Year | - | 12.71% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.59% | 8.47% |
| 3 Year | 13.32% | 8.89% |
| 5 Year | - | 8.9% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.13% | 5.55% |
| Sharp | - | 0.82% |
| Beta | - | 0.73% |
| Alpha | - | 1.73% |
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| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Fund Manage | 43 | 9 |
| SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.95 | 33.62 |
| Large Cap | 53.08 | 30.99 |
| Mid Cap | 7.92 | 18.95 |
| Small Cap | 2.55 | 16.44 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 44.05 | 2.29 |
| Healthcare | 2.28 | 7.24 |
| Financial | 8.34 | 33.15 |
| Capital Goods | 1.13 | 4.76 |
| Energy | 11.56 | 6.84 |
| Services | 0.41 | 7.59 |
| Materials | 0.27 | 3.09 |
| Metals & Mining | 3.2 | 0.97 |
| Consumer Staples | 1.45 | 4.63 |
| Communication | 3.13 | 2.74 |
| Technology | 2.35 | 3.94 |
| Automobile | 1.94 | 1.22 |
| Construction | 0.74 | 6.93 |
| Sovereign | 10.59 | 11.69 |
| Insurance | 2.02 | - |
| Consumer Discretionary | 0.04 | 1.12 |
| Chemicals | - | 1.32 |
| Textiles | - | 0.48 |
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