ITI Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare

ITI Balanced Advantage Fund Regular - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Overview

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	Moderately High	Moderately High
Asset Size (Cr)	₹382 Cr	₹1504 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	07 Feb 2011
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	2.37	2.11
Manager	Vikrant Mehta	Mahesh A Chhabria
ISIN Code	INF00XX01655	INF917K01KY4
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.94%	-3.27%
6 Month	-1.41%	-0.33%
1 Year	6.39%	10.53%
3 Year	7.85%	10.68%
5 Year	6.33%	10.43%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	5.3%	10.24%
3 Year	13.16%	14.72%
5 Year	11.65%	12.57%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	13.77%	8.47%
3 Year	10.27%	8.89%
5 Year	-	8.9%

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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Scheme 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	15.23	52.08
Large Cap	58.44	33.67
Small Cap	3.87	18.76
Mid Cap	3.53	15.24

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	15.23	52.08
Telecom - Services	3.76	-
Petroleum Products	4.6	1.99
Electrical Equipment	2.78	1.73
IT - Software	7.25	4.97
Construction	1.38	2.32
Non - Ferrous Metals	0.83	0.09
Banks	14.36	12.4
Pharmaceuticals & Biotechnology	2.75	7.17
Ferrous Metals	0.81	-
Automobiles	2.06	0.76
Insurance	4.66	-
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	3.59
Consumer Durables	1.86	4.71
Industrial Products	3.33	4.55
Finance	0.97	4
Financial Technology (Fintech)	1.35	1.72
Metals & Minerals Trading	1	-
Healthcare Services	0.53	1.11
Cement & Cement Products	0.99	-
Power	4.45	3.41
Retailing	1.86	1.74
Capital Markets	1.09	3.27
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Personal Products	-	0.14
Beverages	-	1.78
Aerospace & Defense	-	0.44
Chemicals & Petrochemicals	-	0.59
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79