ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

ICICI Prudential Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Link copied to clipboard!

ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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)	₹68450 Cr	₹1588 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	0.81%	0.25%
6 Month	6.4%	3.47%
1 Year	11.69%	3.61%
3 Year	13.48%	11.71%
5 Year	13.52%	9.7%

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	3.51%	1.56%
1 Year	15.34%	7.89%
3 Year	13.6%	10.2%
5 Year	13.03%	10.09%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	10.83%	8.22%
3 Year	11.94%	9.46%
5 Year	12.59%	9.97%

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	4.42%	6.63%
Sharp	1.26%	0.75%
Beta	0.77%	0.84%
Alpha	2.73%	0.73%

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	35.56	36.06
Large Cap	58.15	45.68
Small Cap	1.31	10.02
Mid Cap	4.98	8.24

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	29.98	31.53
Communication Services	3.08	-
Energy	4.44	2.34
Technology	7.25	5.92
Industrials	6.13	7.35
Financial Services	17.95	23.94
Basic Materials	4.22	1.08
Consumer Defensive	4.35	7.74
Real Estate	4.83	1.76
Healthcare	2.61	7.61
Consumer Cyclical	13.66	7.44
Utilities	1.52	3.28

Top Comparisons

BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns7.07%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.6%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns17.2%

VS

Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Axis Value Fund - Regular Plan - Growth

3Y Returns22.08%

VS

Quant Value Fund Regular - Growth

3Y Returns19.91%

Compare Now

LIC MF Money Market Fund Regular - Growth

3Y Returns6.36%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.22%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully