UTI vs HSBC Balanced Advantage Fund compare

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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