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) | ₹378 Cr | ₹2193 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 | 1.41% | 1.98% |
6 Month | -0.59% | 0.44% |
1 Year | 3.76% | 7.54% |
3 Year | 10.49% | 10.23% |
5 Year | 10.06% | 12.19% |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 0.86% | 1.8% |
1 Year | 0.31% | 3.11% |
3 Year | 11.03% | 11.18% |
5 Year | 10.27% | 10.15% |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 13.11% | 9.02% |
3 Year | 10.01% | 8.54% |
5 Year | 6.18% | 8.78% |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 7.494% | 7.606% |
Sharp | 0.221% | 0.199% |
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 | 35.82 | 16.93 |
Large Cap | 54.6 | 63.97 |
Mid Cap | 4.68 | 8 |
Small Cap | 4.9 | 11.1 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 34.87 | 16.17 |
Communication Services | 3.81 | 4.98 |
Energy | 5.19 | 3.15 |
Industrials | 4.19 | 4.74 |
Technology | 8.86 | 12.95 |
Basic Materials | 4.99 | 6.1 |
Financial Services | 23.69 | 25.51 |
Healthcare | 3.62 | 7.43 |
Consumer Cyclical | 5.96 | 9.51 |
Consumer Defensive | 2.65 | 6.86 |
Real Estate | 0.32 | 1.46 |
Utilities | 1.85 | 1.15 |
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