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ITI Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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 | Very High | Moderately High |
| Asset Size (Cr) | ₹378 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.5% | -3.23% |
| 6 Month | -4.66% | -4.94% |
| 1 Year | 0.96% | 4.19% |
| 3 Year | 8.37% | 10.71% |
| 5 Year | 6.96% | 10.35% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.67% | -5% |
| 1 Year | -5.58% | -4.73% |
| 3 Year | 9.08% | 9.54% |
| 5 Year | 9.18% | 9.39% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.49% | 8.61% |
| 3 Year | 10.1% | 9.03% |
| 5 Year | 6.27% | 9.29% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.494% | 6.562% |
| Sharp | 0.221% | 0.612% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.81934 | 34.97659 |
| Large Cap | 54.60246 | 35.51016 |
| Mid Cap | 4.68293 | 12.01377 |
| Small Cap | 4.89526 | 17.49947 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.86709 | 34.70067 |
| Communication Services | 3.81497 | - |
| Energy | 5.19119 | 2.98291 |
| Industrials | 4.18504 | 7.8656 |
| Technology | 8.85642 | 8.81421 |
| Basic Materials | 4.99277 | 1.87498 |
| Financial Services | 23.68751 | 21.09418 |
| Healthcare | 3.621 | 6.6522 |
| Consumer Cyclical | 5.95565 | 7.20081 |
| Consumer Defensive | 2.65074 | 2.36808 |
| Real Estate | 0.32495 | 2.71297 |
| Utilities | 1.85266 | 3.73338 |
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