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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) | ₹378 Cr | ₹2652 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 | 2.9% | 3.67% |
| 6 Month | 1.76% | 4.6% |
| 1 Year | 6.47% | 14.14% |
| 3 Year | 12.19% | 16% |
| 5 Year | 11.87% | 15.04% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.66% | 4.34% |
| 1 Year | 3.77% | 8.91% |
| 3 Year | 11.66% | 16.26% |
| 5 Year | 10.53% | 13.9% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.11% | 8.22% |
| 3 Year | 10.01% | 9.95% |
| 5 Year | 6.18% | 8.8% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.494% | 8.096% |
| Sharp | 0.221% | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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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 | 35.82 | 34.05 |
| Large Cap | 54.6 | 56.4 |
| Mid Cap | 4.68 | 5.5 |
| Small Cap | 4.9 | 4.04 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.87 | 32.81 |
| Communication Services | 3.81 | 3.08 |
| Energy | 5.19 | 7.7 |
| Industrials | 4.19 | 5.28 |
| Technology | 8.86 | 6.58 |
| Basic Materials | 4.99 | 3.97 |
| Financial Services | 23.69 | 21.88 |
| Healthcare | 3.62 | 5.99 |
| Consumer Cyclical | 5.96 | 7.77 |
| Consumer Defensive | 2.65 | 2.51 |
| Real Estate | 0.32 | 0.43 |
| Utilities | 1.85 | 1.99 |
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