HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowHDFC Balanced Advantage Fund - Growth Plan
Invest NowChart Comparison
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 | Moderately High | Very High |
Asset Size (Cr) | ₹382 Cr | ₹94866 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 | 2.87% | 1.6% |
6 Month | 10.69% | 8.85% |
1 Year | 18.52% | 23.69% |
3 Year | 9.7% | 22.77% |
5 Year | - | 20.63% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 14.42% | 15.76% |
3 Year | 15.25% | 24.84% |
5 Year | - | 24.68% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Year | 13.31% | 18.18% |
3 Year | 10.37% | 15.79% |
5 Year | - | 14.82% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Standard Deviation | 7.14% | 9.4% |
Sharp | 0.66% | 1.72% |
Beta | 0.76% | 0.99% |
Alpha | 1.36% | 11.94% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Others | 15.23 | 46.37 |
Large Cap | 58.44 | 54.24 |
Small Cap | 3.87 | 7.04 |
Mid Cap | 3.53 | 6.84 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Others | 15.23 | 46.37 |
Telecom - Services | 3.76 | 2.55 |
Petroleum Products | 4.6 | 4.95 |
Electrical Equipment | 2.78 | 0.68 |
IT - Software | 7.25 | 4.29 |
Construction | 1.38 | 4.24 |
Non - Ferrous Metals | 0.83 | 0.12 |
Banks | 14.36 | 18.34 |
Pharmaceuticals & Biotechnology | 2.75 | 4.04 |
Ferrous Metals | 0.81 | 0.49 |
Automobiles | 2.06 | 3.27 |
Insurance | 4.66 | 0.84 |
Diversified FMCG | 2.36 | 2.77 |
Agricultural Food & other Products | 0.46 | 0.04 |
Realty | 0.35 | 1.36 |
Consumer Durables | 1.86 | 0.31 |
Industrial Products | 3.33 | 0.34 |
Finance | 0.97 | 4.25 |
Financial Technology (Fintech) | 1.35 | 0.05 |
Metals & Minerals Trading | 1 | 0.1 |
Healthcare Services | 0.53 | 0.23 |
Cement & Cement Products | 0.99 | 0.19 |
Power | 4.45 | 4.23 |
Retailing | 1.86 | 0.03 |
Capital Markets | 1.09 | 0.1 |
Industrial Manufacturing | - | 1.49 |
Transport Services | - | 0.53 |
Agricultural, Commercial & Construction Vehicles | - | 0.65 |
Leisure Services | - | 0.06 |
Aerospace & Defense | - | 1.44 |
Personal Products | - | 0.01 |
Gas | - | 0.78 |
Diversified Metals | - | 0.02 |
Oil | - | 0.26 |
Food Products | - | 0.08 |
Entertainment | - | 0.11 |
Auto Components | - | 0.88 |
Chemicals & Petrochemicals | - | 0.37 |
Transport Infrastructure | - | 0.87 |
Consumable Fuels | - | 2.66 |
Minerals & Mining | - | 0.01 |
Fertilizers & Agrochemicals | - | 0.09 |
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