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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) | ₹400 Cr | ₹2320 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 | -0.76% | -0.44% |
| 6 Month | 1.91% | 3.33% |
| 1 Year | 1.94% | 3.26% |
| 3 Year | 11.09% | 10.99% |
| 5 Year | 10.32% | 9.47% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.76% | 1.84% |
| 1 Year | 9.03% | 9.87% |
| 3 Year | 9.89% | 10.19% |
| 5 Year | 9.67% | 9.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 9.95% | 8.59% |
| 3 Year | 10.54% | 8.77% |
| 5 Year | 11.01% | 9.26% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.54% |
| Sharp | 0.59% | 0.61% |
| Beta | 0.96% | 0.90% |
| Alpha | -0.20% | -0.14% |
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 | 35.95 | 27.02 |
| Large Cap | 44.97 | 52.55 |
| Small Cap | 9.37 | 8.75 |
| Mid Cap | 9.71 | 11.68 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 28.41 | 19.64 |
| Energy | 6.52 | 3.7 |
| Technology | 10.06 | 10.22 |
| Consumer Cyclical | 7.96 | 8.79 |
| Industrials | 3.4 | 6 |
| Financial Services | 24.87 | 26.52 |
| Healthcare | 5.55 | 5.67 |
| Consumer Defensive | 0.51 | 4.86 |
| Utilities | 1.33 | 1.04 |
| Basic Materials | 5.58 | 4.93 |
| Communication Services | 4.34 | 6.61 |
| Real Estate | 1.46 | 2.02 |
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