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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹394 Cr | ₹1278 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 08 Dec 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | % |
| Expense Ratio | 2.37 | 2.09 |
| Manager | Vikrant Mehta | Siddharth Chaudhary |
| ISIN Code | INF00XX01655 | INF0QA701680 |
| 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 | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 2.17% | 1.97% |
| 6 Month | 8.77% | 9.77% |
| 1 Year | 2.13% | -1.49% |
| 3 Year | 11.54% | - |
| 5 Year | 11.41% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.85% | 2.07% |
| 1 Year | 7.55% | 7.19% |
| 3 Year | 10.96% | - |
| 5 Year | 10.22% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 11.21% | 3.68% |
| 3 Year | 10.25% | - |
| 5 Year | 10.85% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 7.45% | - |
| Sharp | 0.52% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Vikrant Mehta | Siddharth Chaudhary |
| Total AUM | ₹698 Cr | ₹7136 Cr |
| Funds Managed | 8 | 8 |
| ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 44.33 | 19 |
| Large Cap | 40.57 | 70.14 |
| Small Cap | 9.31 | 3.49 |
| Mid Cap | 5.79 | 7.37 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 39.93 | 15.25 |
| Energy | 4.29 | 4.07 |
| Technology | 7.09 | 7.95 |
| Consumer Cyclical | 9.74 | 8.46 |
| Industrials | 2.62 | 7.22 |
| Financial Services | 22.41 | 30.48 |
| Healthcare | 3.17 | 7.39 |
| Consumer Defensive | 1.39 | 7.57 |
| Utilities | 2.82 | 1.1 |
| Basic Materials | 3.28 | 5.94 |
| Communication Services | 3.26 | 2.29 |
| Real Estate | - | 2.28 |
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