ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.67%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns5.97%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns16.75%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.83%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns20.58%
SBI Gold Fund Regular Plan - Growth
3Y Returns20.71%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.3%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.52%