Franklin India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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Franklin India Balanced Advantage Fund- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹408 Cr	₹2738 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	06 Sep 2022
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	%	160.29%
Expense Ratio	2.37	1.97
Manager	Vikrant Mehta	Sandeep Manam
ISIN Code	INF00XX01655	INF090I01WN2
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	Franklin India Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
1 Month	-1.45%	-0.64%
6 Month	4.63%	5.07%
1 Year	1.91%	4%
3 Year	11.59%	-
5 Year	10.72%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
6 Month	3.32%	3.28%
1 Year	5.84%	7.26%
3 Year	11.56%	-
5 Year	10.66%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
1 Year	11.21%	18.8%
3 Year	10.25%	-
5 Year	10.85%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Standard Deviation	7.23%	-
Sharp	0.86%	-
Beta	-	-
Alpha	-	-

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Name	Vikrant Mehta	Sandeep Manam
Total AUM	₹698 Cr	₹74256 Cr
Funds Managed	8	20
	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Others	37.93	34.39
Large Cap	47.57	50.17
Small Cap	8.76	9.57
Mid Cap	5.73	5.88

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Others	32.92	34.39
Energy	6.46	3.44
Industrials	2.64	6.83
Technology	11.02	6.31
Consumer Cyclical	9.37	10.51
Financial Services	23.8	19.56
Healthcare	3.11	4.23
Consumer Defensive	1.39	3.01
Utilities	2.24	3.52
Basic Materials	3.68	3.44
Communication Services	3.37	4.14
Real Estate	-	0.61