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HSBC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - 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 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 Risk 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 -1.09% -1.68%
6 Month -0.85% -1.87%
1 Year 5.04% 7.55%
3 Year 7.8% 9.86%
5 Year 6.06% 9.78%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 0.87% 4.07%
3 Year 11.14% 12.36%
5 Year 10.3% 11.05%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 13.49% 8.61%
3 Year 10.1% 9.03%
5 Year 6.27% 9.29%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.14% 5.55%
Sharp 0.66% 0.82%
Beta 0.76% 0.73%
Alpha 1.36% 1.73%

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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
Fund Manage 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 15.23 52.08
Large Cap 58.44 33.67
Small Cap 3.87 18.76
Mid Cap 3.53 15.24

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 15.23 52.08
Telecom - Services 3.76 -
Petroleum Products 4.6 1.99
Electrical Equipment 2.78 1.73
IT - Software 7.25 4.97
Construction 1.38 2.32
Non - Ferrous Metals 0.83 0.09
Banks 14.36 12.4
Pharmaceuticals & Biotechnology 2.75 7.17
Ferrous Metals 0.81 -
Automobiles 2.06 0.76
Insurance 4.66 -
Diversified FMCG 2.36 -
Agricultural Food & other Products 0.46 -
Realty 0.35 3.59
Consumer Durables 1.86 4.71
Industrial Products 3.33 4.55
Finance 0.97 4
Financial Technology (Fintech) 1.35 1.72
Metals & Minerals Trading 1 -
Healthcare Services 0.53 1.11
Cement & Cement Products 0.99 -
Power 4.45 3.41
Retailing 1.86 1.74
Capital Markets 1.09 3.27
Paper, Forest & Jute Products - 0.74
Fertilizers & Agrochemicals - 1.15
Personal Products - 0.14
Beverages - 1.78
Aerospace & Defense - 0.44
Chemicals & Petrochemicals - 0.59
Commercial Services & Supplies - 0.74
Leisure Services - 1.77
Auto Components - 0.79

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