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HSBC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹70535 Cr | ₹1581 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Dec 2006 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 49% |
| Expense Ratio | 1.44 | 2.11 |
| Manager | Sharmila D'mello | Mahesh A Chhabria |
| ISIN Code | INF109K01BH2 | INF917K01KY4 |
| Exits Load | ICICI Prudential Balanced Advantage Fund - 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 | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.51% | -2.12% |
| 6 Month | 3.71% | -1% |
| 1 Year | 11.96% | 4.49% |
| 3 Year | 13.19% | 10.93% |
| 5 Year | 12.2% | 8.51% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.7% | -0.27% |
| 1 Year | 11.35% | 4.27% |
| 3 Year | 12.25% | 8.24% |
| 5 Year | 12.28% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.85% | 8.16% |
| 3 Year | 11.98% | 9.53% |
| 5 Year | 12.61% | 9.9% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 5.55% |
| Sharp | 1.35% | 0.88% |
| Beta | 0.8% | 0.83% |
| Alpha | 3.14% | 1.45% |
Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Mahesh A Chhabria |
| Total AUM | ₹354743 Cr | ₹15021 Cr |
| Funds Managed | 35 | 9 |
| ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.35 | 36.98 |
| Large Cap | 58.52 | 45.91 |
| Small Cap | 1.45 | 9.82 |
| Mid Cap | 5.67 | 7.29 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 28.44 | 31.18 |
| Communication Services | 2.62 | - |
| Energy | 4.07 | 2.16 |
| Technology | 7.87 | 6.99 |
| Industrials | 6.43 | 7.81 |
| Financial Services | 18.19 | 26.32 |
| Basic Materials | 4.4 | 1.09 |
| Consumer Defensive | 4.27 | 6.53 |
| Real Estate | 4.5 | 1.61 |
| Healthcare | 2.27 | 6.8 |
| Consumer Cyclical | 15.24 | 6.49 |
| Utilities | 1.7 | 3.01 |
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