UTI vs HSBC Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹2978 Cr | ₹1504 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Aug 2023 | 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 | 1.91 | 2.11 |
Manager | Sachin Trivedi | Mahesh A Chhabria |
ISIN Code | INF789F1AYT7 | INF917K01KY4 |
Exits Load | UTI Balanced Advantage Fund - Regular Plan - 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 | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -0.32% | -3.27% |
6 Month | 1.24% | -0.33% |
1 Year | 10.79% | 10.53% |
3 Year | - | 10.68% |
5 Year | - | 10.43% |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.27% | 10.24% |
3 Year | - | 14.72% |
5 Year | - | 12.57% |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 20.41% | 8.47% |
3 Year | - | 8.89% |
5 Year | - | 8.9% |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 5.55% |
Sharp | - | 0.82% |
Beta | - | 0.73% |
Alpha | - | 1.73% |
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Get Free Experts GuidanceScheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Sachin Trivedi | Mahesh A Chhabria |
Total AUM | ₹7301 Cr | ₹15021 Cr |
Fund Manage | 3 | 9 |
UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 34.2 | 52.08 |
Large Cap | 58.17 | 33.67 |
Mid Cap | 5.13 | 15.24 |
Small Cap | 2.5 | 18.76 |
Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.61 | 52.08 |
Healthcare | 2.72 | - |
Insurance | 1.06 | - |
Automobile | 5.08 | - |
Consumer Staples | 2.19 | - |
Materials | 1.58 | - |
Technology | 5.58 | - |
Services | 2.21 | - |
Financial | 36.39 | - |
Metals & Mining | 1.71 | - |
Consumer Discretionary | 1.96 | - |
Capital Goods | 1.81 | - |
Energy | 4.46 | - |
Communication | 2.52 | - |
Construction | 2.3 | 2.32 |
Sovereign | 10.5 | - |
Chemicals | 0.32 | - |
Petroleum Products | - | 1.99 |
IT - Software | - | 4.97 |
Capital Markets | - | 3.27 |
Healthcare Services | - | 1.11 |
Non - Ferrous Metals | - | 0.09 |
Pharmaceuticals & Biotechnology | - | 7.17 |
Banks | - | 12.4 |
Paper, Forest & Jute Products | - | 0.74 |
Fertilizers & Agrochemicals | - | 1.15 |
Realty | - | 3.59 |
Personal Products | - | 0.14 |
Industrial Products | - | 4.55 |
Electrical Equipment | - | 1.73 |
Beverages | - | 1.78 |
Power | - | 3.41 |
Aerospace & Defense | - | 0.44 |
Finance | - | 4 |
Consumer Durables | - | 4.71 |
Chemicals & Petrochemicals | - | 0.59 |
Financial Technology (Fintech) | - | 1.72 |
Automobiles | - | 0.76 |
Retailing | - | 1.74 |
Commercial Services & Supplies | - | 0.74 |
Leisure Services | - | 1.77 |
Auto Components | - | 0.79 |
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