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) | ₹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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