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SBI Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.59% | 3.36% |
| 6 Month | -2.46% | -3.67% |
| 1 Year | 7.35% | 7.07% |
| 3 Year | 12.78% | 10.57% |
| 5 Year | - | 13.09% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.17% | -2.38% |
| 1 Year | 1.53% | -1.17% |
| 3 Year | 12.95% | 10.93% |
| 5 Year | - | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.39% | 8.61% |
| 3 Year | 13.05% | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.125% | 6.954% |
| Sharp | 0.986% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Funds Managed | 43 | 9 |
| SBI Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.72 | 34.98 |
| Large Cap | 54.7 | 35.51 |
| Mid Cap | 8.37 | 12.01 |
| Small Cap | 3.22 | 17.5 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.99 | 34.7 |
| Energy | 9.02 | 2.98 |
| Technology | 6.96 | 8.81 |
| Basic Materials | 3.21 | 1.87 |
| Consumer Defensive | 2.74 | 2.37 |
| Industrials | 6.47 | 7.87 |
| Financial Services | 16.32 | 21.09 |
| Healthcare | 4.19 | 6.65 |
| Consumer Cyclical | 5.56 | 7.2 |
| Communication Services | 3.6 | - |
| Utilities | 7.63 | 3.73 |
| Real Estate | 1.32 | 2.71 |
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