UTI vs HSBC Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
HSBC Balanced Advantage Fund - Regular Growth
Chart 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 | 9.41% | 11.08% |
| 3 Year | 9.41% | 27.05% |
| 5 Year | 9.41% | 37.8% |
| 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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| 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 |
| 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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