ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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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 Risk	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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.25%	-1.78%
6 Month	-2.15%	-3.57%
1 Year	7.65%	5.71%
3 Year	11.48%	10.01%
5 Year	12.16%	9.8%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	5.69%	-
1 Year	1.93%	-0.84%
3 Year	11.57%	10.59%
5 Year	12.82%	10.15%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.12%	8.61%
3 Year	11.79%	9.03%
5 Year	12.39%	9.29%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	4.42%	6.562%
Sharp	0.89%	0.612%
Beta	0.66%	-
Alpha	2.86%	-

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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
Fund Manage	35	9
	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	10.31	52.08
Small Cap	2.56	18.76
Large Cap	59.12	33.67
Mid Cap	8.3	15.24

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	10.31	52.08
Cement & Cement Products	1.69	-
Petroleum Products	2.6	1.99
Electrical Equipment	0.11	1.73
IT - Software	6.18	4.97
IT - Services	0.12	-
Construction	2.75	2.32
Finance	2.82	4
Consumer Durables	1.6	4.71
Diversified FMCG	3.87	-
Non - Ferrous Metals	0.87	0.09
Banks	13.57	12.4
Units of Real Estate Investment Trust (REITs)	2.76	-
Pharmaceuticals & Biotechnology	2.81	7.17
Leisure Services	0.26	1.77
Automobiles	8.71	0.76
Auto Components	2.3	0.79
Ferrous Metals	0.59	-
Units of Infrastructure Investment Trusts	0.3	-
Chemicals & Petrochemicals	0.42	0.59
Transport Services	1.07	-
Insurance	1.75	-
Capital Markets	1.19	3.27
Retailing	3.44	1.74
Realty	0.08	3.59
Oil	0.52	-
Food Products	0.97	-
Industrial Products	1.09	4.55
Telecom - Services	1.53	-
Healthcare Services	0.24	1.11
Fertilizers & Agrochemicals	0.72	1.15
Beverages	0.13	1.78
Power	2.35	3.41
Transport Infrastructure	0.2	-
Textiles & Apparels	0.1	-
Gas	0.01	-
Commercial Services & Supplies	0.12	0.74
Industrial Manufacturing	0.14	-
Paper, Forest & Jute Products	-	0.74
Personal Products	-	0.14
Aerospace & Defense	-	0.44
Financial Technology (Fintech)	-	1.72