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 | Very High |
Asset Size (Cr) | ₹2865 Cr | ₹1446 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Aug 2023 | 01 Jan 2013 |
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 | 1.89 | 2.12 |
Manager | Sachin Trivedi | Mahesh A Chhabria |
ISIN Code | INF789F1AYT7 | INF917K01KY4 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.32% | 0.98% |
6 Month | 10.63% | 10.57% |
1 Year | 21.15% | 23.64% |
3 Year | - | 11.7% |
5 Year | - | 11.86% |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.99% | 8.57% |
3 Year | 7.99% | 21.35% |
5 Year | 7.99% | 33.62% |
Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 20.6% | 8.46% |
3 Year | - | 8.93% |
5 Year | - | 8.95% |
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 | 33.62 |
Large Cap | 58.17 | 30.99 |
Mid Cap | 5.13 | 18.95 |
Small Cap | 2.5 | 16.44 |
Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.61 | 2.29 |
Healthcare | 2.72 | 7.24 |
Insurance | 1.06 | - |
Automobile | 5.08 | 1.22 |
Consumer Staples | 2.19 | 4.63 |
Materials | 1.58 | 3.09 |
Technology | 5.58 | 3.94 |
Services | 2.21 | 7.59 |
Financial | 36.39 | 33.15 |
Metals & Mining | 1.71 | 0.97 |
Consumer Discretionary | 1.96 | 1.12 |
Capital Goods | 1.81 | 4.76 |
Energy | 4.46 | 6.84 |
Communication | 2.52 | 2.74 |
Construction | 2.3 | 6.93 |
Sovereign | 10.5 | 11.69 |
Chemicals | 0.32 | 1.32 |
Textiles | - | 0.48 |
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