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UTI vs HSBC Balanced Advantage Fund compare

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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tortoise-icon 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) ₹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 2.49% 1.82%
6 Month 2.46% -0.53%
1 Year 10.36% 6.83%
3 Year - 11.02%
5 Year - 11.47%

SIP Return Analysis

Scheme Name UTI Balanced Advantage Fund - Regular (G) HSBC Balanced Advantage Fund - Regular Growth
6 Month 2.82% 0.95%
1 Year 5.81% 1.73%
3 Year - 11.6%
5 Year - 10.46%

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 - -

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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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