ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

ICICI Prudential Balanced Advantage Fund - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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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)	₹60545 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	1.46	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	-1.16%	-3.5%
6 Month	-0.1%	-0.1%
1 Year	10.23%	10.4%
3 Year	11.47%	10.19%
5 Year	12.28%	10.18%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	5.69%	-
1 Year	5.52%	5.99%
3 Year	12.79%	12.98%
5 Year	13.47%	11.51%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.04%	8.47%
3 Year	11.77%	8.89%
5 Year	12.33%	8.9%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	4.42%	5.55%
Sharp	0.9%	0.82%
Beta	0.64%	0.73%
Alpha	3.43%	1.73%

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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	51.86
Small Cap	2.56	19.75
Large Cap	59.12	31.05
Mid Cap	8.3	16.92

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	10.31	51.86
Cement & Cement Products	1.69	-
Petroleum Products	2.6	2.12
Electrical Equipment	0.11	1.53
IT - Software	6.18	4.47
IT - Services	0.12	-
Construction	2.75	2.37
Finance	2.82	4.23
Consumer Durables	1.6	4.41
Diversified FMCG	3.87	-
Non - Ferrous Metals	0.87	0.17
Banks	13.57	12.63
Units of Real Estate Investment Trust (REITs)	2.76	-
Pharmaceuticals & Biotechnology	2.81	7.59
Leisure Services	0.26	1.57
Automobiles	8.71	0.77
Auto Components	2.3	0.84
Ferrous Metals	0.59	-
Units of Infrastructure Investment Trusts	0.3	-
Chemicals & Petrochemicals	0.42	0.61
Transport Services	1.07	-
Insurance	1.75	-
Capital Markets	1.19	3.37
Retailing	3.44	1.7
Realty	0.08	3.79
Oil	0.52	-
Food Products	0.97	-
Industrial Products	1.09	4.5
Telecom - Services	1.53	-
Healthcare Services	0.24	0.96
Fertilizers & Agrochemicals	0.72	1.17
Beverages	0.13	1.72
Power	2.35	3.5
Transport Infrastructure	0.2	-
Textiles & Apparels	0.1	-
Gas	0.01	-
Commercial Services & Supplies	0.12	0.72
Industrial Manufacturing	0.14	-
Paper, Forest & Jute Products	-	0.81
Personal Products	-	0.16
Aerospace & Defense	-	0.46
Financial Technology (Fintech)	-	1.55