ITI Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare

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)	₹400 Cr	₹3810 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	0.11%	-0.05%
6 Month	2.89%	3.85%
1 Year	1.64%	4.1%
3 Year	11.17%	13.91%
5 Year	10.5%	11.87%

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	1.76%	2.31%
1 Year	9.03%	10.02%
3 Year	9.89%	12.92%
5 Year	9.67%	12.24%

Rolling Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	9.95%	7.96%
3 Year	10.54%	10.86%
5 Year	11.01%	10.67%

Risk Management

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.19%	7.47%
Sharp	0.59%	0.90%
Beta	0.96%	1.06%
Alpha	-0.20%	1.82%

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	38.96	35.47
Large Cap	40.33	56.23
Small Cap	6.66	2.77
Mid Cap	14.05	5.53

Sector Allocation

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	35.01	29.67
Energy	6.17	6.6
Technology	6.57	8.94
Consumer Cyclical	8.54	6.35
Industrials	3.79	7.6
Financial Services	24.04	21.52
Healthcare	2.25	4.99
Consumer Defensive	0.51	4.52
Utilities	2.46	2.32
Basic Materials	3.23	3.78
Communication Services	4.24	2.16
Real Estate	3.18	1.55

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