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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 | ₹1556 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 | 3.56% | 1.96% |
| 6 Month | 6.33% | 5.26% |
| 1 Year | 5.7% | 5.14% |
| 3 Year | 12.26% | 12.15% |
| 5 Year | 11.35% | 10.1% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.13% | 1.65% |
| 1 Year | 9.02% | 7.78% |
| 3 Year | 10.9% | 10.86% |
| 5 Year | 10.32% | 10.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.73% | 8.33% |
| 3 Year | 10.37% | 9.3% |
| 5 Year | 10.91% | 9.9% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.26% | 6.62% |
| Sharp | 0.67% | 0.74% |
| 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 | 43.84 | 36.32 |
| Large Cap | 42.99 | 45.15 |
| Small Cap | 6.96 | 10.26 |
| Mid Cap | 6.22 | 8.26 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 39.93 | 33.52 |
| Energy | 4.59 | 2.19 |
| Technology | 7.86 | 5.22 |
| Consumer Cyclical | 9.97 | 7.68 |
| Industrials | 3.72 | 6.94 |
| Financial Services | 20.69 | 23.39 |
| Healthcare | 2.96 | 7.05 |
| Consumer Defensive | 0.5 | 7.92 |
| Utilities | 2.91 | 3.25 |
| Basic Materials | 2.98 | 1.07 |
| Communication Services | 3.91 | - |
| Real Estate | - | 1.78 |
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