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ITI Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹400 Cr | ₹8800 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 23 May 2000 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | % | 240% |
| Expense Ratio | 2.37 | 1.8 |
| Manager | Vikrant Mehta | Lovelish Solanki |
| ISIN Code | INF00XX01655 | INF084M01AB8 |
| 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 | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.76% | 0.17% |
| 6 Month | 1.91% | 3.77% |
| 1 Year | 1.94% | 8.39% |
| 3 Year | 11.09% | 12.7% |
| 5 Year | 10.32% | 11.41% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.76% | 2.49% |
| 1 Year | 9.03% | 12.83% |
| 3 Year | 9.89% | 12.39% |
| 5 Year | 9.67% | 11.78% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.81% | 11.45% |
| 3 Year | 10.58% | 11.74% |
| 5 Year | 10.98% | 11.68% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.19% | 6.2% |
| Sharp | 0.59% | 0.89% |
| Beta | 0.96% | 1.09% |
| Alpha | -0.20% | 1.1% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Lovelish Solanki |
| Total AUM | ₹698 Cr | ₹14756 Cr |
| Funds Managed | 8 | 2 |
| ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.95 | 40.22 |
| Large Cap | 44.97 | 39.79 |
| Small Cap | 9.37 | 7.37 |
| Mid Cap | 9.71 | 12.62 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.41 | 27.2 |
| Energy | 6.52 | 3.41 |
| Technology | 10.06 | 8.52 |
| Consumer Cyclical | 7.96 | 7.24 |
| Industrials | 3.4 | 6.76 |
| Financial Services | 24.87 | 21.94 |
| Healthcare | 5.55 | 5.38 |
| Consumer Defensive | 0.51 | 6.04 |
| Utilities | 1.33 | 2.11 |
| Basic Materials | 5.58 | 6.73 |
| Communication Services | 4.34 | 1.22 |
| Real Estate | 1.46 | 3.45 |
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