HSBC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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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	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	Very High	Moderately High
Asset Size (Cr)	₹60347 Cr	₹1504 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	30 Dec 2006	07 Feb 2011
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	16%	49%
Expense Ratio	1.48	2.11
Manager	Sharmila D'mello	Mahesh A Chhabria
ISIN Code	INF109K01BH2	INF917K01KY4
Exits Load	ICICI Prudential Balanced Advantage Fund - 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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	2.88%	2.55%
6 Month	-3.36%	-4.39%
1 Year	6.79%	5.58%
3 Year	11.48%	9.83%
5 Year	18.36%	13.32%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.2%	-2.38%
1 Year	2.25%	-1.17%
3 Year	11.86%	10.93%
5 Year	12.65%	10.16%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.05%	8.61%
3 Year	11.77%	9.03%
5 Year	12.39%	9.29%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	4.42%	6.954%
Sharp	0.8%	0.453%
Beta	0.68%	-
Alpha	2.59%	-

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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
Funds Managed	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	46.98	34.98
Large Cap	59.86	35.51
Mid Cap	5.83	12.01
Small Cap	1	17.5

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	46.79	34.7
Energy	3.9	2.98
Industrials	5.37	7.87
Technology	6.62	8.81
Consumer Cyclical	14.25	7.2
Basic Materials	4.88	1.87
Financial Services	19.48	21.09
Consumer Defensive	5.15	2.37
Healthcare	2.82	6.65
Real Estate	0.09	2.71
Communication Services	2.33	-
Utilities	2	3.73