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Aditya Birla Sun Life Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | High |
| Asset Size (Cr) | ₹378 Cr | ₹7239 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 23 May 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 | 2.37 | 1.8 |
| Manager | Vikrant Mehta | Lovelish Solanki |
| ISIN Code | INF00XX01655 | INF084M01AB8 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 | 2.11% | 1.3% |
| 6 Month | -1.21% | 3.48% |
| 1 Year | 6.72% | 8.64% |
| 3 Year | 12.57% | 14.94% |
| 5 Year | 10.82% | 15.48% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.34% | 5.96% |
| 1 Year | 5.24% | 10.07% |
| 3 Year | 11.69% | 13.8% |
| 5 Year | 10.63% | 12.73% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 11.28% |
| 3 Year | 10.04% | 11.48% |
| 5 Year | 8.23% | 11.23% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 6.2% |
| Sharp | 0.221% | 0.96% |
| Beta | - | 1% |
| Alpha | - | 1.01% |
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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 |
| Funds Managed | 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 | 35.82 | 26.23 |
| Large Cap | 54.6 | 51.42 |
| Mid Cap | 4.68 | 16.21 |
| Small Cap | 4.9 | 4.68 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.87 | 22.03 |
| Communication Services | 3.81 | - |
| Energy | 5.19 | - |
| Industrials | 4.19 | - |
| Technology | 8.86 | - |
| Basic Materials | 4.99 | - |
| Financial Services | 23.69 | - |
| Healthcare | 3.62 | - |
| Consumer Cyclical | 5.96 | - |
| Consumer Defensive | 2.65 | - |
| Real Estate | 0.32 | - |
| Utilities | 1.85 | - |
| Telecom - Services | - | 1.8 |
| Petroleum Products | - | 4.74 |
| Electrical Equipment | - | 1.39 |
| IT - Software | - | 5.61 |
| Cement & Cement Products | - | 2.04 |
| Personal Products | - | 2.18 |
| Construction | - | 1.44 |
| Finance | - | 4.16 |
| Retailing | - | 2.88 |
| Banks | - | 15.59 |
| Pharmaceuticals & Biotechnology | - | 3.7 |
| Non - Ferrous Metals | - | 1.61 |
| Realty | - | 2.58 |
| Healthcare Services | - | 0.89 |
| Aerospace & Defense | - | 0.36 |
| Auto Components | - | 3.28 |
| Ferrous Metals | - | 1.58 |
| Transport Infrastructure | - | 2.02 |
| Automobiles | - | 1.67 |
| Industrial Products | - | 1.81 |
| Insurance | - | 3.04 |
| Diversified FMCG | - | 1.04 |
| Consumer Durables | - | 1.65 |
| Diversified Metals | - | 0.69 |
| Oil | - | 0.58 |
| Power | - | 2.36 |
| Fertilizers & Agrochemicals | - | 0.66 |
| Leisure Services | - | 0.58 |
| Metals & Minerals Trading | - | 0.13 |
| Consumable Fuels | - | 0.27 |
| Minerals & Mining | - | 0.54 |
| Transport Services | - | 0.65 |
| Chemicals & Petrochemicals | - | 0.75 |
| Beverages | - | 2.24 |
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