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UTI vs HSBC Balanced Advantage Fund compare
UTI Balanced Advantage Fund - Regular (G)
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2959 Cr | ₹1526 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Aug 2023 | 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 | 1.96 | 2.11 |
| Manager | Sachin Trivedi | Mahesh A Chhabria |
| ISIN Code | INF789F1AYT7 | INF917K01KY4 |
| Exits Load | UTI Balanced Advantage Fund - Regular Plan - 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 | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.41% | 1.38% |
| 6 Month | 5.48% | 0.39% |
| 1 Year | 8.46% | 5.16% |
| 3 Year | - | 13.48% |
| 5 Year | - | 11.14% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.19% | 5.07% |
| 1 Year | 12.27% | 7.01% |
| 3 Year | - | 12.61% |
| 5 Year | - | 11.1% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.65% | 8.49% |
| 3 Year | - | 9.16% |
| 5 Year | - | 9.69% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.95% |
| Sharp | - | 0.77% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Mahesh A Chhabria |
| Total AUM | ₹7301 Cr | ₹15021 Cr |
| Funds Managed | 3 | 9 |
| UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.96 | 34.98 |
| Large Cap | 59.83 | 35.51 |
| Mid Cap | 4.26 | 12.01 |
| Small Cap | 2.96 | 17.5 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.31 | 34.7 |
| Energy | 4.68 | 2.98 |
| Technology | 7.23 | 8.81 |
| Consumer Defensive | 5.74 | 2.37 |
| Industrials | 4.07 | 7.87 |
| Basic Materials | 3.83 | 1.87 |
| Healthcare | 2.4 | 6.65 |
| Financial Services | 25.29 | 21.09 |
| Consumer Cyclical | 7.36 | 7.2 |
| Communication Services | 5.17 | - |
| Utilities | 1.91 | 3.73 |
| Real Estate | - | 2.71 |
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