HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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 ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Fund ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹369 Cr ₹1446 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 01 Jan 2013
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 % 49%
Expense Ratio 2.36 2.12
Manager Vikrant Mehta Mahesh A Chhabria
ISIN Code INF00XX01655 INF917K01KY4
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month -2.82% -1.82%
6 Month 4.38% 6.47%
1 Year 18.79% 18.45%
3 Year 8.41% 10.21%
5 Year - 10.76%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 11.79% 15.05%
3 Year 13.82% 15.13%
5 Year - 12.71%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 13.31% 8.47%
3 Year 10.37% 8.89%
5 Year - 8.9%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.14% 5.55%
Sharp 0.66% 0.82%
Beta 0.76% 0.73%
Alpha 1.36% 1.73%

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Name Vikrant Mehta Mahesh A Chhabria
Total AUM ₹698 Cr ₹15021 Cr
Fund Manage 8 9
ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 37.92 33.62
Large Cap 53.68 30.99
Mid Cap 3.99 18.95
Small Cap 4.42 16.44

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 17.11 2.29
Financial 32.89 33.15
Communication 6.98 2.74
Capital Goods 1.93 4.76
Services 8.43 7.59
Consumer Staples 0.53 4.63
Construction 1.48 6.93
Automobile 0 1.22
Energy 8.06 6.84
Consumer Discretionary 3.02 1.12
Metals & Mining 1.15 0.97
Technology 4.34 3.94
Sovereign 4.24 11.69
Healthcare 6.01 7.24
Materials 0.51 3.09
Insurance 3.33 -
Chemicals - 1.32
Textiles - 0.48

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