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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 High
Asset Size (Cr) ₹395 Cr ₹7710 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 3.06% 2.46%
6 Month 2.83% 7.61%
1 Year 6.31% 9.62%
3 Year 13.25% 15.66%
5 Year 11.49% 15.22%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 6.25% 7.54%
1 Year 9.16% 14.09%
3 Year 13% 15.24%
5 Year 11.42% 13.56%

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 7.31% 7.75%
Sharp 0.68% 0.88%
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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