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	1.34%	2.41%
6 Month	4.57%	6.57%
1 Year	13.57%	16.05%
3 Year	8.73%	11.72%
5 Year	-	11.12%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	8.89%	13.76%
3 Year	13.7%	15.45%
5 Year	-	12.97%

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%

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	33.62
Large Cap	58.44	30.99
Small Cap	3.87	16.44
Mid Cap	3.53	18.95

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	15.23	2.29
Telecom - Services	3.76	-
Petroleum Products	4.6	-
Electrical Equipment	2.78	-
IT - Software	7.25	-
Construction	1.38	6.93
Non - Ferrous Metals	0.83	-
Banks	14.36	-
Pharmaceuticals & Biotechnology	2.75	-
Ferrous Metals	0.81	-
Automobiles	2.06	-
Insurance	4.66	-
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	-
Consumer Durables	1.86	-
Industrial Products	3.33	-
Finance	0.97	-
Financial Technology (Fintech)	1.35	-
Metals & Minerals Trading	1	-
Healthcare Services	0.53	-
Cement & Cement Products	0.99	-
Power	4.45	-
Retailing	1.86	-
Capital Markets	1.09	-
Sovereign	-	11.69
Energy	-	6.84
Services	-	7.59
Technology	-	3.94
Financial	-	33.15
Healthcare	-	7.24
Consumer Staples	-	4.63
Automobile	-	1.22
Materials	-	3.09
Chemicals	-	1.32
Capital Goods	-	4.76
Communication	-	2.74
Consumer Discretionary	-	1.12
Textiles	-	0.48
Metals & Mining	-	0.97