BANDHAN Balanced Advantage Fund Regular Plan Growth vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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	Moderately High
Asset Size (Cr)	₹369 Cr	₹2265 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	05 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	2.36	1.94
Manager	Vikrant Mehta	Ritika Behera
ISIN Code	INF00XX01655	INF194KA1UE8
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.39%	1.68%
6 Month	5.1%	7.04%
1 Year	20.93%	18.97%
3 Year	9.38%	9.29%
5 Year	-	11.14%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	7.39%	10.85%
3 Year	13.05%	12.68%
5 Year	-	11.69%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	13.31%	8.89%
3 Year	10.37%	8.51%
5 Year	-	8.42%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.14%	6.89%
Sharp	0.66%	0.48%
Beta	0.76%	0.84%
Alpha	1.36%	-0.51%

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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
Fund Manage	8	19
	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	15.23	-16.01
Large Cap	58.44	62.25
Small Cap	3.87	6.73
Mid Cap	3.53	9.03

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	15.23	-16.88
Telecom - Services	3.76	4.16
Petroleum Products	4.6	4.12
Electrical Equipment	2.78	2.31
IT - Software	7.25	7.54
Construction	1.38	2.72
Non - Ferrous Metals	0.83	0.55
Banks	14.36	13.15
Pharmaceuticals & Biotechnology	2.75	3.1
Ferrous Metals	0.81	1.22
Automobiles	2.06	5.83
Insurance	4.66	1.18
Diversified FMCG	2.36	2.62
Agricultural Food & other Products	0.46	-
Realty	0.35	1.7
Consumer Durables	1.86	0.67
Industrial Products	3.33	-
Finance	0.97	9.41
Financial Technology (Fintech)	1.35	0.53
Metals & Minerals Trading	1	-
Healthcare Services	0.53	0.77
Cement & Cement Products	0.99	1.18
Power	4.45	1.66
Retailing	1.86	3.56
Capital Markets	1.09	-
Auto Components	-	1.38
Industrial Manufacturing	-	0.36
Personal Products	-	2.31
Transport Services	-	0.55
Gas	-	0.58
Beverages	-	1.93
Oil	-	0.56
Entertainment	-	0.4
Aerospace & Defense	-	0.63
Minerals & Mining	-	0.76
Food Products	-	0.39
Fertilizers & Agrochemicals	-	0.4
Chemicals & Petrochemicals	-	0.29
Leisure Services	-	0.36