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ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹60347 Cr ₹1504 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Dec 2006 07 Feb 2011
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 49%
Expense Ratio 1.48 2.11
Manager Sharmila D'mello Mahesh A Chhabria
ISIN Code INF109K01BH2 INF917K01KY4
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 3.72% 2.89%
6 Month 2.41% 0.12%
1 Year 10.89% 8.74%
3 Year 12.91% 11.16%
5 Year 17.12% 12.1%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 2.7% 0.6%
1 Year 5.92% 2.02%
3 Year 12.88% 11.7%
5 Year 13.07% 10.54%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 11.05% 8.61%
3 Year 11.77% 9.03%
5 Year 12.39% 9.29%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 4.42% 6.954%
Sharp 0.74% 0.453%
Beta 0.69% -
Alpha 2.58% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Name Sharmila D'mello Mahesh A Chhabria
Total AUM ₹354743 Cr ₹15021 Cr
Funds Managed 35 9
ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 50.87 34.98
Large Cap 59.33 35.51
Mid Cap 5.71 12.01
Small Cap 0.93 17.5

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 50.61 34.7
Communication Services 2.6 -
Energy 3.73 2.98
Industrials 5.43 7.87
Technology 6.35 8.81
Consumer Cyclical 13.79 7.2
Basic Materials 4.97 1.87
Financial Services 19.55 21.09
Consumer Defensive 4.85 2.37
Healthcare 3.1 6.65
Real Estate 0.09 2.71
Utilities 1.76 3.73

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