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HSBC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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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 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) ₹63787 Cr ₹1526 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 2.33% 1.76%
6 Month 7.1% 1.24%
1 Year 10.12% 6.49%
3 Year 15.06% 13.65%
5 Year 15.9% 11.41%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 6.65% 5.07%
1 Year 13.38% 7.01%
3 Year 14.66% 12.61%
5 Year 13.83% 11.1%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 11% 8.49%
3 Year 11.81% 9.16%
5 Year 12.45% 9.69%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 4.42% 6.95%
Sharp 1.25% 0.77%
Beta 0.73% -
Alpha 2.55% -

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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 9.86 34.98
Large Cap 60.32 35.51
Mid Cap 5.78 12.01
Small Cap 0.99 17.5

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 6.01 34.7
Telecom - Services 2.41 -
Petroleum Products 3.87 -
Electrical Equipment 0.15 -
IT - Software 6.05 -
Cement & Cement Products 1.6 -
Construction 2.55 -
Consumer Durables 1.19 -
Diversified FMCG 2.08 -
Non - Ferrous Metals 0.64 -
Banks 14.37 -
Units of Real Estate Investment Trust (REITs) 3.58 -
Pharmaceuticals & Biotechnology 2.79 -
Leisure Services 0.2 -
Automobiles 8.74 -
Auto Components 2.02 -
Ferrous Metals 0.38 -
Units of Infrastructure Investment Trusts 0.27 -
Chemicals & Petrochemicals 0.53 -
Finance 2.24 -
Insurance 2.34 -
Capital Markets 1.2 -
Retailing 3.73 -
Diversified Metals 0.15 -
Realty 0.01 -
Oil 0.49 -
Food Products 1.3 -
Industrial Products 1.11 -
Healthcare Services 0.33 -
Consumable Fuels 0.18 -
Fertilizers & Agrochemicals 1.2 -
Transport Services 1.24 -
Power 1.72 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.1 -
Energy - 2.98
Technology - 8.81
Financial Services - 21.09
Industrials - 7.87
Healthcare - 6.65
Basic Materials - 1.87
Real Estate - 2.71
Consumer Defensive - 2.37
Utilities - 3.73
Consumer Cyclical - 7.2

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