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ITI Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - 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 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) ₹378 Cr ₹1504 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 2.11% 1.46%
6 Month -1.21% -1.44%
1 Year 6.72% 7.29%
3 Year 12.57% 13.17%
5 Year 10.82% 11.63%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 4.34% 4.26%
1 Year 5.24% 5.46%
3 Year 11.69% 12.07%
5 Year 10.63% 10.77%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 11.89% 8.49%
3 Year 10.04% 9.16%
5 Year 8.23% 9.69%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.494% 6.954%
Sharp 0.221% 0.453%
Beta - -
Alpha - -

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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 35.82 34.98
Large Cap 54.6 35.51
Mid Cap 4.68 12.01
Small Cap 4.9 17.5

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 34.87 34.7
Communication Services 3.81 -
Energy 5.19 2.98
Industrials 4.19 7.87
Technology 8.86 8.81
Basic Materials 4.99 1.87
Financial Services 23.69 21.09
Healthcare 3.62 6.65
Consumer Cyclical 5.96 7.2
Consumer Defensive 2.65 2.37
Real Estate 0.32 2.71
Utilities 1.85 3.73

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