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 | - | - |
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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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