- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹378 Cr | ₹4078 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -2.07% | -2.22% |
| 6 Month | -6.1% | -9.13% |
| 1 Year | 3.13% | 4.9% |
| 3 Year | 8.35% | 11.01% |
| 5 Year | 8.71% | 15.63% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -4.7% | -6.13% |
| 1 Year | -6.76% | -9.97% |
| 3 Year | 8.74% | 9.4% |
| 5 Year | 8.94% | 11.12% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 13.11% | 15.87% |
| 3 Year | 10.01% | 14.5% |
| 5 Year | 6.18% | 15.77% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 10.009% |
| Sharp | 0.221% | 0.418% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 35.82 | 31.15 |
| Large Cap | 54.6 | 42.99 |
| Mid Cap | 4.68 | 14.66 |
| Small Cap | 4.9 | 11.21 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.87 | 26.01 |
| Communication Services | 3.81 | 3.73 |
| Energy | 5.19 | 7.58 |
| Industrials | 4.19 | 12.94 |
| Technology | 8.86 | 7.73 |
| Basic Materials | 4.99 | 0.99 |
| Financial Services | 23.69 | 22.52 |
| Healthcare | 3.62 | 6.54 |
| Consumer Cyclical | 5.96 | 6.34 |
| Consumer Defensive | 2.65 | 2.53 |
| Real Estate | 0.32 | - |
| Utilities | 1.85 | 3.08 |
Top Comparisons
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns9.77%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.26%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.33%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns14.92%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns14.56%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
