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Baroda BNP Paribas Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹399 Cr | ₹4697 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 13 Nov 2018 |
| 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 | % | 173% |
| Expense Ratio | 2.37 | 1.89 |
| Manager | Vikrant Mehta | Miten Vora |
| ISIN Code | INF00XX01655 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.71% | 0.13% |
| 6 Month | 2.8% | 4.08% |
| 1 Year | 5.04% | 7.9% |
| 3 Year | 11.72% | 14.39% |
| 5 Year | 10.98% | 12.8% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.67% | 1.17% |
| 1 Year | 7.11% | 10.69% |
| 3 Year | 9.58% | 12.36% |
| 5 Year | 9.62% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 9.81% | 13.31% |
| 3 Year | 10.58% | 14.39% |
| 5 Year | 10.98% | 15.64% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.19% | 9.35% |
| Sharp | 0.59% | 0.75% |
| Beta | 0.96% | 1.30% |
| Alpha | -0.20% | 1.10% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Miten Vora |
| Total AUM | ₹698 Cr | ₹6478 Cr |
| Funds Managed | 8 | 6 |
| ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 35.95 | 30.35 |
| Large Cap | 44.97 | 42.19 |
| Small Cap | 9.37 | 9.57 |
| Mid Cap | 9.71 | 17.9 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 28.41 | 23.66 |
| Energy | 6.52 | 4.88 |
| Technology | 10.06 | 7.08 |
| Consumer Cyclical | 7.96 | 11.7 |
| Industrials | 3.4 | 10.71 |
| Financial Services | 24.87 | 20.85 |
| Healthcare | 5.55 | 5.82 |
| Consumer Defensive | 0.51 | 6.24 |
| Utilities | 1.33 | 1.06 |
| Basic Materials | 5.58 | 2.84 |
| Communication Services | 4.34 | 2.92 |
| Real Estate | 1.46 | 2.24 |
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