HSBC Balanced Advantage Fund - Direct Growth vs SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Side-by-side comparison of NAV, returns, expense ratio and star rating.
HSBC Balanced Advantage Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
SBI Balanced Advantage Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | HSBC Balanced Advantag... | SBI Balanced Advantage... |
|---|---|---|
| NAV | ₹51.42 | ₹16.72 |
| Star Rating | ★★★ | ★★★★ |
| Expense Ratio | 1.2% | 0.73% |
| AUM | ₹1,505 Cr | ₹40,732 Cr |
| 1M Return | +2.33% | +1.66% |
| 3M Return | +6.47% | +1.4% |
| 6M Return | -0.2% | -0.67% |
| 1Y Return | +1.84% | +1.96% |
| 3Y CAGR | +10.79% | +11.25% |
| 5Y CAGR | +8.86% | — |
| Risk Level | — | — |
| Fund Manager | Cheenu Gupta | Dinesh Ahuja |