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ITI Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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) ₹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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