Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹395 Cr ₹1526 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 3.06% 1.76%
6 Month 2.83% 1.24%
1 Year 6.31% 6.49%
3 Year 13.25% 13.65%
5 Year 11.49% 11.41%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 6.25% 5.07%
1 Year 9.16% 7.01%
3 Year 13% 12.61%
5 Year 11.42% 11.1%

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 7.31% 6.95%
Sharp 0.68% 0.77%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.38%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.33%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns33.79%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns20.46%

Compare Now

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns9.45%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns12.44%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns25.96%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns25.54%

Compare Now
Add to Cart Successfully