ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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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

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%

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%

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%

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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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

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

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