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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) | ₹400 Cr | ₹3721 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 | 0.67% | 0.84% |
| 6 Month | 3.27% | 3.74% |
| 1 Year | 2.4% | 4.69% |
| 3 Year | 11.05% | 13.72% |
| 5 Year | 10.69% | 12.15% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.3% | 2.95% |
| 1 Year | 9.66% | 10.72% |
| 3 Year | 10.13% | 13.23% |
| 5 Year | 9.79% | 12.43% |
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 | 7.24% | 7.49% |
| Sharp | 0.66% | 0.93% |
| Beta | 0.96% | 1.06% |
| Alpha | -0.12% | 1.60% |
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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