HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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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	Moderately High	Moderately High
Asset Size (Cr)	₹382 Cr	₹1504 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-3.25%	-3.5%
6 Month	-1.85%	-0.1%
1 Year	7.44%	10.4%
3 Year	7.68%	10.19%
5 Year	5.91%	10.18%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	2.35%	5.99%
3 Year	11.66%	12.98%
5 Year	-	11.51%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	13.77%	8.47%
3 Year	10.27%	8.89%
5 Year	-	8.9%

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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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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	15.23	51.86
Large Cap	58.44	31.05
Small Cap	3.87	19.75
Mid Cap	3.53	16.92

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	15.23	51.86
Telecom - Services	3.76	-
Petroleum Products	4.6	2.12
Electrical Equipment	2.78	1.53
IT - Software	7.25	4.47
Construction	1.38	2.37
Non - Ferrous Metals	0.83	0.17
Banks	14.36	12.63
Pharmaceuticals & Biotechnology	2.75	7.59
Ferrous Metals	0.81	-
Automobiles	2.06	0.77
Insurance	4.66	-
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	3.79
Consumer Durables	1.86	4.41
Industrial Products	3.33	4.5
Finance	0.97	4.23
Financial Technology (Fintech)	1.35	1.55
Metals & Minerals Trading	1	-
Healthcare Services	0.53	0.96
Cement & Cement Products	0.99	-
Power	4.45	3.5
Retailing	1.86	1.7
Capital Markets	1.09	3.37
Paper, Forest & Jute Products	-	0.81
Fertilizers & Agrochemicals	-	1.17
Personal Products	-	0.16
Beverages	-	1.72
Aerospace & Defense	-	0.46
Chemicals & Petrochemicals	-	0.61
Commercial Services & Supplies	-	0.72
Leisure Services	-	1.57
Auto Components	-	0.84