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 | 1.17% | 0.98% |
6 Month | 9.55% | 10.57% |
1 Year | 24.14% | 23.64% |
3 Year | - | 11.7% |
5 Year | - | 11.86% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.9% | 8.57% |
3 Year | 27.13% | 21.35% |
5 Year | 27.13% | 33.62% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.41% | 11.08% |
3 Year | 28.77% | 27.05% |
5 Year | 28.77% | 37.8% |
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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Get Free Experts GuidanceScheme 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 |
Sovereign | 10.59 | 11.69 |
Financial | 8.34 | 33.15 |
Energy | 11.56 | 6.84 |
Communication | 3.13 | 2.74 |
Automobile | 1.94 | 1.22 |
Metals & Mining | 3.2 | 0.97 |
Construction | 0.74 | 6.93 |
Technology | 2.35 | 3.94 |
Healthcare | 2.28 | 7.24 |
Consumer Staples | 1.45 | 4.63 |
Capital Goods | 1.13 | 4.76 |
Insurance | 2.02 | - |
Services | 0.41 | 7.59 |
Materials | 0.27 | 3.09 |
Consumer Discretionary | 0.04 | 1.12 |
Chemicals | - | 1.32 |
Textiles | - | 0.48 |
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