- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2921 Cr | ₹1504 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 | 2.01% | 1.33% |
| 6 Month | 4.54% | 1.16% |
| 1 Year | 10.67% | 7.83% |
| 3 Year | - | 12.33% |
| 5 Year | - | 12.49% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.93% | 2.82% |
| 1 Year | 10% | 4.65% |
| 3 Year | - | 12.29% |
| 5 Year | - | 10.83% |
Rolling Lumpsum Returns
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.51% | 8.61% |
| 3 Year | - | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.954% |
| Sharp | - | 0.453% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.97 | 34.98 |
| Large Cap | 57.94 | 35.51 |
| Mid Cap | 5.03 | 12.01 |
| Small Cap | 3.06 | 17.5 |
Sector Allocation
| Scheme Name |
UTI Balanced Advantage Fund - Regular (G) |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.97 | 34.7 |
| Energy | 3.89 | 2.98 |
| Technology | 7.9 | 8.81 |
| Consumer Defensive | 5.41 | 2.37 |
| Industrials | 3.95 | 7.87 |
| Basic Materials | 4.18 | 1.87 |
| Healthcare | 2.41 | 6.65 |
| Financial Services | 23.86 | 21.09 |
| Consumer Cyclical | 7.55 | 7.2 |
| Real Estate | 0.2 | 2.71 |
| Communication Services | 4.72 | - |
| Utilities | 1.98 | 3.73 |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.3%
Invesco India Money Market Fund - Growth
3Y Returns7.03%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns17.27%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns18.92%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns14.32%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns22.4%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns20.9%
