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BANDHAN Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹408 Cr | ₹2302 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 10 Oct 2014 |
| 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 | % | 24% |
| Expense Ratio | 2.37 | 2.04 |
| Manager | Vikrant Mehta | Ritika Behera |
| ISIN Code | INF00XX01655 | INF194KA1UE8 |
| 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 | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -2.41% | -1.08% |
| 6 Month | 3.61% | 4.48% |
| 1 Year | 0.94% | 3.16% |
| 3 Year | 11.11% | 10.53% |
| 5 Year | 10.5% | 10.64% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.32% | 3.57% |
| 1 Year | 5.84% | 6.71% |
| 3 Year | 11.56% | 11.29% |
| 5 Year | 10.66% | 10.22% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.21% | 8.84% |
| 3 Year | 10.25% | 8.65% |
| 5 Year | 10.85% | 9.15% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.23% | 7.19% |
| Sharp | 0.86% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Vikrant Mehta | Ritika Behera |
| Total AUM | ₹698 Cr | ₹43013 Cr |
| Funds Managed | 8 | 19 |
| ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 37.93 | 24.76 |
| Large Cap | 47.57 | 55.43 |
| Small Cap | 8.76 | 10.08 |
| Mid Cap | 5.73 | 9.72 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 32.92 | 18.98 |
| Energy | 6.46 | 3.54 |
| Industrials | 2.64 | 6.34 |
| Technology | 11.02 | 13.68 |
| Consumer Cyclical | 9.37 | 7.46 |
| Financial Services | 23.8 | 23.3 |
| Healthcare | 3.11 | 7.61 |
| Consumer Defensive | 1.39 | 6.24 |
| Utilities | 2.24 | 1.92 |
| Basic Materials | 3.68 | 4.26 |
| Communication Services | 3.37 | 5.5 |
| Real Estate | - | 1.18 |
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