All comparisons
Head-to-head
HSBC Balanced Advantage Fund - Direct Plan - GrowthvsNippon India Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side comparison of HSBC Balanced Advantage Fund - Direct Plan - Growth and Nippon India Balanced Advantage Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
HSBC Balanced Advantage Fund - Direct Plan - Growth
3Y ago₹1.33 L
5Y ago—
hybrid
Nippon India Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.39 L
5Y ago₹1.63 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HSBC Balanced Advantage Fund - … | Nippon India Balanced Advantage… |
|---|---|---|
| Fund house | HSBC Mutual Fund | Nippon India Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Latest NAV | ₹52.0281 | ₹211.5447 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.35% | 6.14% |
| 3Y CAGR | 9.98% | 11.56% |
| 5Y CAGR | — | 10.22% |
| Since inception CAGR | 10.77% | 11.89% |
| Bumpiness · 3Y (annualised σ) | 7.06 | 7.92 |
| Worst drop ever | -8.67% | -22.79% |
| Sharpe · 3Y (rf=6%) | 0.53 | 0.66 |
Explore each fund individually
HSBC Balanced Advantage Fund - Direct Plan - Growth →Nippon India Balanced Advantage Fund - Direct Plan - Growth Option →
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