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ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - 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 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) ₹60347 Cr ₹1504 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 1.48 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 2.31% 1.33%
6 Month 4.93% 1.16%
1 Year 10.75% 7.83%
3 Year 14% 12.33%
5 Year 17.64% 12.49%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 5.51% 2.82%
1 Year 10.88% 4.65%
3 Year 14.23% 12.29%
5 Year 13.65% 10.83%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 11.05% 8.61%
3 Year 11.77% 9.03%
5 Year 12.39% 9.29%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 4.42% 6.954%
Sharp 1.1% 0.453%
Beta 0.72% -
Alpha 2.73% -

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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 10.99 34.98
Large Cap 61.05 35.51
Mid Cap 5.31 12.01
Small Cap 1.01 17.5

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 7.76 34.7
Telecom - Services 2.49 -
Petroleum Products 3.56 -
Electrical Equipment 0.15 -
IT - Software 5.85 -
Cement & Cement Products 1.65 -
Construction 2.92 -
Ferrous Metals 0.48 -
Consumer Durables 1.13 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.72 -
Banks 14.62 -
Realty 3.18 -
Pharmaceuticals & Biotechnology 2.66 -
Leisure Services 0.2 -
Automobiles 8.81 -
Aerospace & Defense 0.01 -
Auto Components 2.02 -
Chemicals & Petrochemicals 0.51 -
Finance 2.35 -
Insurance 2.13 -
Capital Markets 1.1 -
Retailing 4.06 -
Diversified Metals 0.17 -
Oil 0.51 -
Food Products 1.09 -
Industrial Products 1.15 -
Healthcare Services 0.32 -
Consumable Fuels 0.2 -
Fertilizers & Agrochemicals 1.1 -
Transport Services 1.25 -
Power 1.76 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.11 -
Energy - 2.98
Technology - 8.81
Financial Services - 21.09
Industrials - 7.87
Healthcare - 6.65
Basic Materials - 1.87
Real Estate - 2.71
Consumer Defensive - 2.37
Utilities - 3.73
Consumer Cyclical - 7.2

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