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HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹400 Cr | ₹106494 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 Regular Growth |
|---|---|---|
| 1 Month | 0.67% | 0.63% |
| 6 Month | 3.27% | 3.46% |
| 1 Year | 2.4% | 4.69% |
| 3 Year | 11.05% | 17.39% |
| 5 Year | 10.69% | 20.59% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.3% | 2.72% |
| 1 Year | 9.66% | 11.88% |
| 3 Year | 10.13% | 14.49% |
| 5 Year | 9.79% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 9.95% | 17.4% |
| 3 Year | 10.54% | 16.3% |
| 5 Year | 11.01% | 15.1% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.24% | 8.75% |
| Sharp | 0.66% | 1.26% |
| Beta | 0.96% | 1.16% |
| Alpha | -0.12% | 5.14% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 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 Regular Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 38.96 | 34.59 |
| Large Cap | 40.33 | 53.19 |
| Small Cap | 6.66 | 5.44 |
| Mid Cap | 14.05 | 6.79 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.01 | 30.57 |
| Energy | 6.17 | 7.59 |
| Technology | 6.57 | 5.54 |
| Consumer Cyclical | 8.54 | 6.45 |
| Industrials | 3.79 | 8.06 |
| Financial Services | 24.04 | 23.26 |
| Healthcare | 2.25 | 4.03 |
| Consumer Defensive | 0.51 | 2.63 |
| Utilities | 2.46 | 4.14 |
| Basic Materials | 3.23 | 2.28 |
| Communication Services | 4.24 | 3.6 |
| Real Estate | 3.18 | 1.86 |
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