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ITI Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹402 Cr | ₹3431 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.12% | -0.33% |
| 6 Month | 6.31% | 5.99% |
| 1 Year | 3.43% | 4.71% |
| 3 Year | 11.33% | 13.24% |
| 5 Year | 10.94% | 13.11% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.29% |
| 1 Year | 2.41% | 3.92% |
| 3 Year | 9.87% | 13.19% |
| 5 Year | 9.63% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.21% | 8.63% |
| 3 Year | 10.25% | 10.55% |
| 5 Year | 10.85% | 10.25% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.32% | 7.58% |
| Sharp | 0.65% | 0.91% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 44.33 | 36.86 |
| Large Cap | 40.57 | 54.94 |
| Small Cap | 9.31 | 2.84 |
| Mid Cap | 5.79 | 5.37 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.93 | 32.11 |
| Energy | 4.29 | 7.26 |
| Technology | 7.09 | 7.07 |
| Consumer Cyclical | 9.74 | 5.44 |
| Industrials | 2.62 | 7.13 |
| Financial Services | 22.41 | 22.96 |
| Healthcare | 3.17 | 5.67 |
| Consumer Defensive | 1.39 | 3.25 |
| Utilities | 2.82 | 2.56 |
| Basic Materials | 3.28 | 3.57 |
| Communication Services | 3.26 | 2.4 |
| Real Estate | - | 0.57 |
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