HSBC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹58543 Cr | ₹1446 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Dec 2006 | 01 Jan 2013 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 49% |
| Expense Ratio | 1.47 | 2.12 |
| Manager | Sharmila D'mello | Mahesh A Chhabria |
| ISIN Code | INF109K01BH2 | INF917K01KY4 |
| Exits Load | Exit Load for units in excess of 30% 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 | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.72% | -0.52% |
| 6 Month | 6.08% | 9.56% |
| 1 Year | 18.17% | 21.11% |
| 3 Year | 11.4% | 10.38% |
| 5 Year | 12.95% | 11.13% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 13% | 15.05% |
| 3 Year | 14.89% | 15.13% |
| 5 Year | 14.67% | 12.71% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.04% | 8.47% |
| 3 Year | 11.77% | 8.89% |
| 5 Year | 12.33% | 8.9% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 5.55% |
| Sharp | 1.02% | 0.82% |
| Beta | 0.65% | 0.73% |
| Alpha | 3.72% | 1.73% |
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| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Mahesh A Chhabria |
| Total AUM | ₹354743 Cr | ₹15021 Cr |
| Fund Manage | 35 | 9 |
| ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.3 | 33.62 |
| Large Cap | 53.94 | 30.99 |
| Mid Cap | 4.87 | 18.95 |
| Small Cap | 0.42 | 16.44 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 17.86 | 2.29 |
| Financial | 12.79 | 33.15 |
| Healthcare | 2.52 | 7.24 |
| Services | 0.29 | 7.59 |
| Energy | 4.88 | 6.84 |
| Consumer Staples | 3.44 | 4.63 |
| Automobile | 10.24 | 1.22 |
| Construction | 2.71 | 6.93 |
| Materials | 1.78 | 3.09 |
| Technology | 4.16 | 3.94 |
| Consumer Discretionary | 0.71 | 1.12 |
| Metals & Mining | 0.4 | 0.97 |
| Communication | 2.98 | 2.74 |
| Sovereign | 12.61 | 11.69 |
| Capital Goods | 0.8 | 4.76 |
| Insurance | 0.12 | - |
| Chemicals | 1.24 | 1.32 |
| Textiles | - | 0.48 |
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