HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

Link copied to clipboard!

ITI Balanced Advantage Fund Regular - Growth

Invest Now

HDFC Balanced Advantage Fund - Growth Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Fund	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹378 Cr	₹94251 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	11 Sep 2000
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	%	21.38%
Expense Ratio	2.37	1.35
Manager	Vikrant Mehta	Anil Bamboli
ISIN Code	INF00XX01655	INF179K01830
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	HDFC Balanced Advantage Fund - 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	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.41%	2.4%
6 Month	-0.59%	0.03%
1 Year	3.76%	7.27%
3 Year	10.49%	20%
5 Year	10.06%	24.94%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	0.86%	2.19%
1 Year	0.31%	1.49%
3 Year	11.03%	18.39%
5 Year	10.27%	20.82%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	13.11%	18.17%
3 Year	10.01%	15.89%
5 Year	6.18%	14.91%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	7.494%	9.701%
Sharp	0.221%	1.207%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Name	Vikrant Mehta	Anil Bamboli
Total AUM	₹698 Cr	₹135442 Cr
Funds Managed	8	12
	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	35.82	45.54
Large Cap	54.6	52.58
Mid Cap	4.68	6.45
Small Cap	4.9	6.1

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	34.87	43.92
Communication Services	3.81	2.71
Energy	5.19	7.4
Industrials	4.19	8.87
Technology	8.86	5.37
Basic Materials	4.99	2
Financial Services	23.69	22.36
Healthcare	3.62	4.17
Consumer Cyclical	5.96	5.5
Consumer Defensive	2.65	2.65
Real Estate	0.32	1.44
Utilities	1.85	4.3