HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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) | ₹395 Cr | ₹100299 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 |
Trailing Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Month | 3.06% | 2.04% |
6 Month | 2.83% | 5.02% |
1 Year | 6.31% | 6.44% |
3 Year | 13.25% | 23.42% |
5 Year | 11.49% | 24.74% |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | 6.25% | 6.98% |
1 Year | 9.16% | 10.71% |
3 Year | 13% | 19.39% |
5 Year | 11.42% | 21.05% |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Year | 11.89% | 17.82% |
3 Year | 10.04% | 16.09% |
5 Year | 8.23% | 15.02% |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Standard Deviation | 7.31% | 9.74% |
Sharp | 0.68% | 1.40% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 35.82 | 45.54 |
Large Cap | 54.6 | 52.58 |
Mid Cap | 4.68 | 6.45 |
Small Cap | 4.9 | 6.1 |
Sector Allocation
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 |
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