SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon SBI Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name SBI Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 16.29% 8.46%
3 Year 13.57% 8.93%
5 Year - 8.95%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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