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ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹65711 Cr | ₹1554 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 | 1.44 | 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 | 0.52% | 0.26% |
| 6 Month | 9.58% | 6.52% |
| 1 Year | 6.75% | 2.38% |
| 3 Year | 13.58% | 12.3% |
| 5 Year | 14.3% | 9.91% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.88% | 1.52% |
| 1 Year | 13.79% | 7.31% |
| 3 Year | 13.27% | 10.73% |
| 5 Year | 12.8% | 10.23% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.85% | 8.33% |
| 3 Year | 11.89% | 9.3% |
| 5 Year | 12.54% | 9.9% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 6.62% |
| Sharp | 1.26% | 0.74% |
| Beta | 0.12% | - |
| Alpha | 6.3% | - |
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 | 35.44 | 37.09 |
| Large Cap | 58.07 | 46.44 |
| Small Cap | 1.29 | 9.74 |
| Mid Cap | 5.2 | 6.73 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.88 | 34.43 |
| Communication Services | 3.24 | - |
| Energy | 4.02 | 2.18 |
| Technology | 6.61 | 6.74 |
| Industrials | 6.13 | 5.91 |
| Financial Services | 18.53 | 24.03 |
| Basic Materials | 4.44 | 1.03 |
| Consumer Defensive | 4.95 | 6.93 |
| Real Estate | 4.54 | 1.84 |
| Healthcare | 2.75 | 7.36 |
| Consumer Cyclical | 13.24 | 6.41 |
| Utilities | 1.68 | 3.13 |
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