- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Franklin India Balanced Advantage Fund- Growth
Chart Comparison
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) | ₹400 Cr | ₹2841 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Month | 0.11% | -0.33% |
| 6 Month | 2.89% | 2.23% |
| 1 Year | 1.64% | 3.14% |
| 3 Year | 11.17% | 12.19% |
| 5 Year | 10.5% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 1.76% | 1.04% |
| 1 Year | 9.03% | 7.61% |
| 3 Year | 9.89% | 10.74% |
| 5 Year | 9.67% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 9.95% | 16.44% |
| 3 Year | 10.54% | 12.69% |
| 5 Year | 11.01% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.46% |
| Sharp | 0.59% | 0.83% |
| Beta | 0.96% | 0.88% |
| Alpha | -0.20% | 1.29% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 38.96 | 33.24 |
| Large Cap | 40.33 | 50.97 |
| Small Cap | 6.66 | 9.11 |
| Mid Cap | 14.05 | 6.68 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 35.01 | 33.24 |
| Energy | 6.17 | 3.36 |
| Technology | 6.57 | 4.35 |
| Consumer Cyclical | 8.54 | 8.65 |
| Industrials | 3.79 | 7.45 |
| Financial Services | 24.04 | 20.38 |
| Healthcare | 2.25 | 4.51 |
| Consumer Defensive | 0.51 | 3.88 |
| Utilities | 2.46 | 4.48 |
| Basic Materials | 3.23 | 4.46 |
| Communication Services | 4.24 | 4.94 |
| Real Estate | 3.18 | 0.31 |
Top Comparisons
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.7%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23.99%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.15%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.36%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.07%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.89%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18%
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.53%
