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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) | ₹64964 Cr | ₹1567 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 | 0.54% | -0.05% |
| 6 Month | 8.67% | 7.37% |
| 1 Year | 6.86% | 3.54% |
| 3 Year | 12.81% | 11.49% |
| 5 Year | 14.22% | 10.04% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.88% | 2.63% |
| 1 Year | 8.94% | 5.19% |
| 3 Year | 12.56% | 11.08% |
| 5 Year | 12.5% | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.92% | 8.43% |
| 3 Year | 11.85% | 9.25% |
| 5 Year | 12.5% | 9.81% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 6.62% |
| Sharp | 1.28% | 0.82% |
| Beta | 0.11% | - |
| Alpha | 6.27% | - |
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 | 35.06 | 35.79 |
| Large Cap | 57.79 | 46.49 |
| Mid Cap | 6.01 | 7.4 |
| Small Cap | 1.13 | 10.31 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.48 | 33.54 |
| Communication Services | 2.73 | - |
| Energy | 3.9 | 1.77 |
| Technology | 6.11 | 6.52 |
| Basic Materials | 4.65 | 1.04 |
| Industrials | 6.52 | 5.02 |
| Financial Services | 19.75 | 25.75 |
| Consumer Defensive | 4.94 | 6.89 |
| Real Estate | 4.43 | 1.94 |
| Healthcare | 2.93 | 7.88 |
| Consumer Cyclical | 12.69 | 5.96 |
| Utilities | 1.86 | 3.7 |
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