SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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SBI Balanced Advantage Fund - Regular Plan - Growth

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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	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 Risk	Moderately High
Asset Size (Cr)	₹33309 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	1.57	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	-0.88%	-1.78%
6 Month	-2.68%	-3.57%
1 Year	6.64%	5.71%
3 Year	12.41%	10.01%
5 Year	-	9.8%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	0.76%	-0.84%
3 Year	12.48%	10.59%
5 Year	-	10.15%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	16.39%	8.61%
3 Year	13.05%	9.03%
5 Year	-	9.29%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	6.125%	6.562%
Sharp	0.986%	0.612%
Beta	-	-
Alpha	-	-

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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	52.08
Large Cap	53.08	33.67
Mid Cap	7.92	15.24
Small Cap	2.55	18.76

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	44.05	52.08
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	2.32
Sovereign	10.59	-
Insurance	2.02	-
Consumer Discretionary	0.04	-
Petroleum Products	-	1.99
IT - Software	-	4.97
Capital Markets	-	3.27
Healthcare Services	-	1.11
Non - Ferrous Metals	-	0.09
Pharmaceuticals & Biotechnology	-	7.17
Banks	-	12.4
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Personal Products	-	0.14
Industrial Products	-	4.55
Electrical Equipment	-	1.73
Beverages	-	1.78
Power	-	3.41
Aerospace & Defense	-	0.44
Finance	-	4
Consumer Durables	-	4.71
Chemicals & Petrochemicals	-	0.59
Financial Technology (Fintech)	-	1.72
Automobiles	-	0.76
Retailing	-	1.74
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79