HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 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) ₹321 Cr ₹73349 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 01 Feb 1994
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 2.36 1.42
Manager Vikrant Mehta Anil Bamboli
ISIN Code INF00XX01655 INF179K01830
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
1 Month 4.53% 3.95%
6 Month 9.61% 16.36%
1 Year 24.55% 41.1%
3 Year 11.42% 24.83%
5 Year - 20.09%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month - -
1 Year 8.19% 16.09%
3 Year 19.99% 46.46%
5 Year 29.14% 86.54%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
1 Year 11.04% 23.04%
3 Year 26.26% 65.03%
5 Year 33.52% 91.64%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation 7.14% 9.4%
Sharp 0.51% 1.63%
Beta 0.75% 0.98%
Alpha 1.22% 12.33%

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Fund Managers

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
Fund Manage 8 12
ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 37.92 30.19
Large Cap 53.68 44.19
Small Cap 4.42 3.24
Mid Cap 3.99 4.58

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 17.11 16.38
Energy 8.06 8.45
Financial 32.89 24.46
Sovereign 4.24 14.88
Services 8.43 0
Technology 4.34 1.69
Communication 6.98 0.38
Healthcare 6.01 2.82
Consumer Discretionary 3.02 0
Capital Goods 1.93 1.09
Insurance 3.33 -
Construction 1.48 2.32
Metals & Mining 1.15 1.3877787807814E-17
Automobile 0 2.38
Consumer Staples 0.53 2.05
Materials 0.51 4.28
Diversified - 0.59
Chemicals - 0.43

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