HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
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 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 0.64% | 0.98% |
6 Month | 7.83% | 10.57% |
1 Year | 25.95% | 23.64% |
3 Year | 12.18% | 11.7% |
5 Year | - | 11.86% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 8.57% |
3 Year | 19.99% | 21.35% |
5 Year | 29.14% | 33.62% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.04% | 11.08% |
3 Year | 26.26% | 27.05% |
5 Year | 33.52% | 37.8% |
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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Get Free Experts GuidanceScheme 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 | 37.92 | 33.62 |
Large Cap | 53.68 | 30.99 |
Mid Cap | 3.99 | 18.95 |
Small Cap | 4.42 | 16.44 |
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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