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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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 33.62
Large Cap 58.17 30.99
Mid Cap 5.13 18.95
Small Cap 2.5 16.44

Sector Allocation

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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