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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) | ₹400 Cr | ₹1588 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 | 0.27% | -0.34% |
| 6 Month | 1.64% | 1.16% |
| 1 Year | 1.54% | 0.06% |
| 3 Year | 10.85% | 11.15% |
| 5 Year | 10.31% | 9.23% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.3% | 1.02% |
| 1 Year | 9.66% | 6.66% |
| 3 Year | 10.13% | 9.62% |
| 5 Year | 9.79% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.95% | 8.21% |
| 3 Year | 10.54% | 9.47% |
| 5 Year | 11.01% | 9.95% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.62% |
| Sharp | 0.59% | 0.71% |
| Beta | 0.96% | 0.85% |
| Alpha | -0.20% | 0.77% |
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 | 38.96 | 36.06 |
| Large Cap | 40.33 | 45.68 |
| Small Cap | 6.66 | 10.02 |
| Mid Cap | 14.05 | 8.24 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.01 | 31.53 |
| Energy | 6.17 | 2.34 |
| Technology | 6.57 | 5.92 |
| Consumer Cyclical | 8.54 | 7.44 |
| Industrials | 3.79 | 7.35 |
| Financial Services | 24.04 | 23.94 |
| Healthcare | 2.25 | 7.61 |
| Consumer Defensive | 0.51 | 7.74 |
| Utilities | 2.46 | 3.28 |
| Basic Materials | 3.23 | 1.08 |
| Communication Services | 4.24 | - |
| Real Estate | 3.18 | 1.76 |
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