UTI vs HSBC Balanced Advantage Fund compare

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UTI Balanced Advantage Fund - Regular (G)

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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	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)	₹3191 Cr	₹1591 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

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
1 Month	0.79%	0.8%
6 Month	3.01%	2.42%
1 Year	8.01%	2.22%
3 Year	-	11.9%
5 Year	-	9.13%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
6 Month	3.04%	1.54%
1 Year	11.47%	8.01%
3 Year	-	9.61%
5 Year	-	9.82%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
1 Year	10.2%	8.18%
3 Year	-	9.52%
5 Year	-	9.91%

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	5.55%
Sharp	-	0.84%
Beta	-	0.83%
Alpha	-	1.47%

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

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
Others	28.91	4175.73
Small Cap	3.5	10.49
Large Cap	58.14	47.4
Mid Cap	5.07	10.68

Scheme Name	UTI Balanced Advantage Fund - Regular (G)	HSBC Balanced Advantage Fund - Regular Growth
Others	28.91	4175.73
Auto Components & Equipments	0.17	-
Petroleum Products	4.18	2.15
IT - Software	7.91	3.57
Personal Products	0.36	-
Construction	2.93	1.66
Consumer Durables	2.53	2.13
Pharmaceuticals & Biotechnology	1.56	6.11
Non - Ferrous Metals	0.12	0.53
Banks	20.3	21.71
Automobiles	6	0.66
Ferrous Metals	1.19	-
Retailing	2.05	3.59
Insurance	2.33	-
Diversified FMCG	1.38	2.75
Agricultural Food & other Products	0.47	-
Diversified Metals	0.62	-
Oil	0.56	-
Aerospace & Defense	0.17	0.64
Finance	3.08	3.44
Other Consumer Services	0.56	-
Telecom - Services	3.51	-
Healthcare Services	1.32	1.1
Cement & Cement Products	0.95	-
Fertilizers & Agrochemicals	0.51	-
Industrial Products	0.12	2.62
Transport Services	0.38	-
Power	1.07	3.16
Beverages	0.38	3.04
Food Products	-	1.41
Capital Markets	-	1.7
Realty	-	2.74
Electrical Equipment	-	1.26
Agricultural, Commercial & Construction Vehicles	-	0.99
Auto Components	-	0.17
Chemicals & Petrochemicals	-	0.5
Commercial Services & Supplies	-	0.43
Leisure Services	-	0.51