Aditya Birla Sun Life Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Fund ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹321 Cr ₹6979 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 25 Apr 2000
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over % 240%
Expense Ratio 2.36 1.77
Manager Vikrant Mehta Lovelish Solanki
ISIN Code INF00XX01655 INF084M01AB8
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 0.25% for redemption within 7 days./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 3.63% 2.74%
6 Month 9.38% 11.42%
1 Year 24.26% 22.31%
3 Year 11.13% 12.19%
5 Year - 13.43%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.19% 10.37%
3 Year 19.99% 23.8%
5 Year 29.14% 42.23%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.04% 13.79%
3 Year 26.26% 32.93%
5 Year 33.52% 45.24%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.14% 6.2%
Sharp 0.51% 0.76%
Beta 0.75% 0.81%
Alpha 1.22% 2.3%

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Name Vikrant Mehta Lovelish Solanki
Total AUM ₹698 Cr ₹14756 Cr
Fund Manage 8 2
ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Others 37.92 23.54
Large Cap 53.68 47.16
Small Cap 4.42 3.17
Mid Cap 3.99 7.19

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Others 17.11 18.04
Energy 8.06 6.43
Financial 32.89 19.29
Sovereign 4.24 6.39
Services 8.43 0.28
Technology 4.34 4.01
Communication 6.98 4.11
Healthcare 6.01 2.88
Consumer Discretionary 3.02 1.45
Capital Goods 1.93 1.95
Insurance 3.33 -
Construction 1.48 2.06
Metals & Mining 1.15 1.68
Automobile 0 4.27
Consumer Staples 0.53 5.1
Materials 0.51 2.42
Diversified - 0.45
Chemicals - 0.25

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