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 | Moderately High | Moderately High |
| Asset Size (Cr) | ₹32661 Cr | ₹1504 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Aug 2021 | 07 Feb 2011 |
| 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 | 1.58 | 2.11 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200KA1Y40 | INF917K01KY4 |
| Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.63% | -3.5% |
| 6 Month | 0.01% | -0.1% |
| 1 Year | 11.04% | 10.4% |
| 3 Year | 12.47% | 10.19% |
| 5 Year | - | 10.18% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.68% | 5.99% |
| 3 Year | 13.91% | 12.98% |
| 5 Year | - | 11.51% |
| 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 | 51.86 |
| Large Cap | 53.08 | 31.05 |
| Mid Cap | 7.92 | 16.92 |
| Small Cap | 2.55 | 19.75 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 44.05 | 51.86 |
| Healthcare | 2.28 | - |
| Financial | 8.34 | - |
| Capital Goods | 1.13 | - |
| Energy | 11.56 | - |
| Services | 0.41 | - |
| Materials | 0.27 | - |
| Metals & Mining | 3.2 | - |
| Consumer Staples | 1.45 | - |
| Communication | 3.13 | - |
| Technology | 2.35 | - |
| Automobile | 1.94 | - |
| Construction | 0.74 | 2.37 |
| Sovereign | 10.59 | - |
| Insurance | 2.02 | - |
| Consumer Discretionary | 0.04 | - |
| Petroleum Products | - | 2.12 |
| IT - Software | - | 4.47 |
| Capital Markets | - | 3.37 |
| Healthcare Services | - | 0.96 |
| Non - Ferrous Metals | - | 0.17 |
| Pharmaceuticals & Biotechnology | - | 7.59 |
| Banks | - | 12.63 |
| Paper, Forest & Jute Products | - | 0.81 |
| Fertilizers & Agrochemicals | - | 1.17 |
| Realty | - | 3.79 |
| Personal Products | - | 0.16 |
| Industrial Products | - | 4.5 |
| Electrical Equipment | - | 1.53 |
| Beverages | - | 1.72 |
| Power | - | 3.5 |
| Aerospace & Defense | - | 0.46 |
| Consumer Durables | - | 4.41 |
| Finance | - | 4.23 |
| Chemicals & Petrochemicals | - | 0.61 |
| Financial Technology (Fintech) | - | 1.55 |
| Automobiles | - | 0.77 |
| Retailing | - | 1.7 |
| Commercial Services & Supplies | - | 0.72 |
| Leisure Services | - | 1.57 |
| Auto Components | - | 0.84 |
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