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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) | ₹394 Cr | ₹2263 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 | 2.22% | 1.97% |
| 6 Month | 5.1% | 4.91% |
| 1 Year | 4.45% | 5.32% |
| 3 Year | 11.58% | 10.66% |
| 5 Year | 11.43% | 10.56% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.09% | 0.39% |
| 1 Year | 4.15% | 5.12% |
| 3 Year | 8.73% | 9.09% |
| 5 Year | 9.03% | 8.93% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 10.73% | 8.72% |
| 3 Year | 10.37% | 8.7% |
| 5 Year | 10.91% | 9.19% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.24% | 6.54% |
| Sharp | 0.66% | 0.59% |
| Beta | 0.96% | 0.88% |
| Alpha | -0.12% | -0.60% |
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 | 43.84 | 26.13 |
| Large Cap | 42.99 | 53.66 |
| Small Cap | 6.96 | 9.5 |
| Mid Cap | 6.22 | 10.71 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 39.93 | 19.08 |
| Energy | 4.59 | 3.19 |
| Technology | 7.86 | 8.77 |
| Consumer Cyclical | 9.97 | 9.68 |
| Industrials | 3.72 | 6.16 |
| Financial Services | 20.69 | 25.64 |
| Healthcare | 2.96 | 7.02 |
| Consumer Defensive | 0.5 | 6.31 |
| Utilities | 2.91 | 1.7 |
| Basic Materials | 2.98 | 4.21 |
| Communication Services | 3.91 | 6.33 |
| Real Estate | - | 1.92 |
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