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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) | ₹397 Cr | ₹8944 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 | -2.16% | -0.97% |
| 6 Month | -0.01% | 2.19% |
| 1 Year | 5.35% | 10.06% |
| 3 Year | 10.92% | 13.09% |
| 5 Year | 9.75% | 11.32% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.62% | -0.49% |
| 1 Year | -1.07% | 4.42% |
| 3 Year | 6.61% | 10.04% |
| 5 Year | 7.94% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.68% | 11.36% |
| 3 Year | 10.72% | 11.76% |
| 5 Year | 10.93% | 11.66% |
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 | 0.78% | 0.97% |
| Beta | 0.94% | 1.08% |
| Alpha | 0.63% | 1.36% |
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 | 35.95 | 40.37 |
| Large Cap | 44.97 | 38.84 |
| Small Cap | 9.37 | 7.12 |
| Mid Cap | 9.71 | 13.67 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.41 | 26.45 |
| Energy | 6.52 | 3.35 |
| Technology | 10.06 | 8.4 |
| Consumer Cyclical | 7.96 | 7.84 |
| Industrials | 3.4 | 7.14 |
| Financial Services | 24.87 | 21.89 |
| Healthcare | 5.55 | 5.33 |
| Consumer Defensive | 0.51 | 5.45 |
| Utilities | 1.33 | 2.06 |
| Basic Materials | 5.58 | 6.94 |
| Communication Services | 4.34 | 1.28 |
| Real Estate | 1.46 | 3.88 |
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