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HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹378 Cr | ₹1504 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 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 | 2.37 | 2.11 |
| Manager | Vikrant Mehta | Mahesh A Chhabria |
| ISIN Code | INF00XX01655 | INF917K01KY4 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.11% | 1.46% |
| 6 Month | -1.21% | -1.44% |
| 1 Year | 6.72% | 7.29% |
| 3 Year | 12.57% | 13.17% |
| 5 Year | 10.82% | 11.63% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.34% | 4.26% |
| 1 Year | 5.24% | 5.46% |
| 3 Year | 11.69% | 12.07% |
| 5 Year | 10.63% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 8.49% |
| 3 Year | 10.04% | 9.16% |
| 5 Year | 8.23% | 9.69% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.494% | 6.954% |
| Sharp | 0.221% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Vikrant Mehta | Mahesh A Chhabria |
| Total AUM | ₹698 Cr | ₹15021 Cr |
| Funds Managed | 8 | 9 |
| ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.82 | 34.98 |
| Large Cap | 54.6 | 35.51 |
| Mid Cap | 4.68 | 12.01 |
| Small Cap | 4.9 | 17.5 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.87 | 34.7 |
| Communication Services | 3.81 | - |
| Energy | 5.19 | 2.98 |
| Industrials | 4.19 | 7.87 |
| Technology | 8.86 | 8.81 |
| Basic Materials | 4.99 | 1.87 |
| Financial Services | 23.69 | 21.09 |
| Healthcare | 3.62 | 6.65 |
| Consumer Cyclical | 5.96 | 7.2 |
| Consumer Defensive | 2.65 | 2.37 |
| Real Estate | 0.32 | 2.71 |
| Utilities | 1.85 | 3.73 |
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