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HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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 | Moderately High |
| Asset Size (Cr) | ₹394 Cr | ₹1554 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 07 Feb 2011 |
| 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 | 2.37 | 2.11 |
| Manager | Vikrant Mehta | Mahesh A Chhabria |
| ISIN Code | INF00XX01655 | INF917K01KY4 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.88% | 0.94% |
| 6 Month | 9.52% | 9.22% |
| 1 Year | 2.45% | 2.11% |
| 3 Year | 12.16% | 11.92% |
| 5 Year | 11.44% | 10.01% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.85% | 2.06% |
| 1 Year | 7.55% | 6.93% |
| 3 Year | 10.96% | 11.09% |
| 5 Year | 10.22% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.21% | 8.43% |
| 3 Year | 10.25% | 9.25% |
| 5 Year | 10.85% | 9.81% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.45% | 6.70% |
| Sharp | 0.52% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 |
| Funds Managed | 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 | 42.4 | 37.09 |
| Large Cap | 42.86 | 46.44 |
| Small Cap | 6.53 | 9.74 |
| Mid Cap | 8.22 | 6.73 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.82 | 34.43 |
| Energy | 3.36 | 2.18 |
| Technology | 10.57 | 6.74 |
| Consumer Cyclical | 11.35 | 6.41 |
| Industrials | 2.62 | 5.91 |
| Financial Services | 20.24 | 24.03 |
| Healthcare | 2.89 | 7.36 |
| Consumer Defensive | 0.47 | 6.93 |
| Utilities | 2.86 | 3.13 |
| Basic Materials | 2.87 | 1.03 |
| Communication Services | 3.96 | - |
| Real Estate | - | 1.84 |
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