- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
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) | ₹408 Cr | ₹4413 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 | -2.41% | -1.94% |
| 6 Month | 3.61% | 6.96% |
| 1 Year | 0.94% | 4.22% |
| 3 Year | 11.11% | 14.59% |
| 5 Year | 10.5% | 15.17% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 3.32% | 5.64% |
| 1 Year | 5.84% | 10.67% |
| 3 Year | 11.56% | 14.64% |
| 5 Year | 10.66% | 13.8% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.21% | 14.36% |
| 3 Year | 10.25% | 14.5% |
| 5 Year | 10.85% | 15.98% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.23% | 9.80% |
| Sharp | 0.86% | 1.12% |
| 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 | 37.93 | 31.42 |
| Large Cap | 47.57 | 41.17 |
| Small Cap | 8.76 | 10.48 |
| Mid Cap | 5.73 | 16.93 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.92 | 22.13 |
| Energy | 6.46 | 5.91 |
| Industrials | 2.64 | 10.96 |
| Technology | 11.02 | 5.34 |
| Consumer Cyclical | 9.37 | 7.53 |
| Financial Services | 23.8 | 26.33 |
| Healthcare | 3.11 | 6.78 |
| Consumer Defensive | 1.39 | 3.63 |
| Utilities | 2.24 | 2.32 |
| Basic Materials | 3.68 | 1.37 |
| Communication Services | 3.37 | 4.82 |
| Real Estate | - | 2.87 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns18.37%
Tata Small Cap Fund Regular Growth
3Y Returns24.17%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns16.07%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.49%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns17.1%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.41%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.52%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.08%
