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UTI vs HSBC Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹2921 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 | 1.96 | 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 | -2.79% | -3.23% |
| 6 Month | -2.96% | -4.94% |
| 1 Year | 6.21% | 4.19% |
| 3 Year | - | 10.71% |
| 5 Year | - | 10.35% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.29% | -5% |
| 1 Year | -1.65% | -4.73% |
| 3 Year | - | 9.54% |
| 5 Year | - | 9.39% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.51% | 8.61% |
| 3 Year | - | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.562% |
| Sharp | - | 0.612% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.96773 | 34.97659 |
| Large Cap | 57.94365 | 35.51016 |
| Mid Cap | 5.03198 | 12.01377 |
| Small Cap | 3.05666 | 17.49947 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.96773 | 34.70067 |
| Energy | 3.89457 | 2.98291 |
| Technology | 7.89703 | 8.81421 |
| Consumer Defensive | 5.4086 | 2.36808 |
| Industrials | 3.94573 | 7.8656 |
| Basic Materials | 4.18097 | 1.87498 |
| Healthcare | 2.41093 | 6.6522 |
| Financial Services | 23.85701 | 21.09418 |
| Consumer Cyclical | 7.54503 | 7.20081 |
| Real Estate | 0.19673 | 2.71297 |
| Communication Services | 4.7198 | - |
| Utilities | 1.97589 | 3.73338 |
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