ITI Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹394 Cr	₹3591 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	01 Aug 2017
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	%	24%
Expense Ratio	2.37	2
Manager	Vikrant Mehta	Hardik Shah
ISIN Code	INF00XX01655	INF846K01A52
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	Axis 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	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	0.19%	0.95%
6 Month	6.55%	5.5%
1 Year	1.79%	3.4%
3 Year	12.54%	14.66%
5 Year	11.24%	12.99%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	1.28%	1.04%
1 Year	7%	6.89%
3 Year	10.23%	12.97%
5 Year	9.82%	12.15%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	10.73%	8.43%
3 Year	10.37%	10.68%
5 Year	10.91%	10.45%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.26%	7.43%
Sharp	0.67%	0.90%
Beta	-	-
Alpha	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Vikrant Mehta	Hardik Shah
Total AUM	₹698 Cr	₹0 Cr
Funds Managed	8	12
	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	42.4	36.15
Large Cap	42.86	55.89
Small Cap	6.53	2.53
Mid Cap	8.22	5.43

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	38.82	30.96
Energy	3.36	6.94
Technology	10.57	8.77
Consumer Cyclical	11.35	5.81
Industrials	2.62	6.84
Financial Services	20.24	21.75
Healthcare	2.89	5.4
Consumer Defensive	0.47	4.16
Utilities	2.86	2.51
Basic Materials	2.87	3.62
Communication Services	3.96	2.21
Real Estate	-	1.05