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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) | ₹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 | 0.67% | 1.46% |
| 6 Month | 1.5% | -1.44% |
| 1 Year | 8.28% | 7.29% |
| 3 Year | - | 13.17% |
| 5 Year | - | 11.63% |
SIP Return Analysis
| Scheme Name | UTI Balanced Advantage Fund - Regular (G) | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.35% | 4.26% |
| 1 Year | 7.87% | 5.46% |
| 3 Year | - | 12.07% |
| 5 Year | - | 10.77% |
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 | - | 6.954% |
| Sharp | - | 0.453% |
| 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 | 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 |
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