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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) | ₹3004 Cr | ₹1567 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 | 0.34% | 0.35% |
| 6 Month | 6.86% | 6.95% |
| 1 Year | 5.96% | 3.68% |
| 3 Year | - | 11.82% |
| 5 Year | - | 10.15% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 2.63% |
| 1 Year | 5.15% | 5.19% |
| 3 Year | - | 11.08% |
| 5 Year | - | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.61% | 8.43% |
| 3 Year | - | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.62% |
| Sharp | - | 0.82% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.25 | 35.79 |
| Large Cap | 55.52 | 46.49 |
| Mid Cap | 5.06 | 7.4 |
| Small Cap | 4.17 | 10.31 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.78 | 33.54 |
| Energy | 4.59 | 1.77 |
| Technology | 7.08 | 6.52 |
| Consumer Defensive | 5.39 | 6.89 |
| Industrials | 4.49 | 5.02 |
| Basic Materials | 4.19 | 1.04 |
| Healthcare | 3.5 | 7.88 |
| Financial Services | 25.52 | 25.75 |
| Consumer Cyclical | 7.37 | 5.96 |
| Communication Services | 4.48 | - |
| Utilities | 1.6 | 3.7 |
| Real Estate | - | 1.94 |
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