- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹397 Cr | ₹3816 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 | -2.65% | -1.25% |
| 6 Month | -0.56% | 1.91% |
| 1 Year | 4.93% | 6.88% |
| 3 Year | 10.75% | 14.52% |
| 5 Year | 9.63% | 11.86% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | 1.9% |
| 1 Year | 8% | 8.62% |
| 3 Year | 9.01% | 11.77% |
| 5 Year | 9.31% | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.68% | 7.84% |
| 3 Year | 10.72% | 10.97% |
| 5 Year | 10.93% | 10.77% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.07% | 7.20% |
| Sharp | 0.67% | 1.05% |
| Beta | 0.96% | 1.04% |
| Alpha | -0.11% | 2.22% |
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 | 35.95 | 35.47 |
| Large Cap | 44.97 | 56.83 |
| Small Cap | 9.37 | 2.85 |
| Mid Cap | 9.71 | 4.85 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.41 | 29.16 |
| Energy | 6.52 | 6.59 |
| Technology | 10.06 | 8.81 |
| Consumer Cyclical | 7.96 | 7.47 |
| Industrials | 3.4 | 7.27 |
| Financial Services | 24.87 | 21.75 |
| Healthcare | 5.55 | 5.07 |
| Consumer Defensive | 0.51 | 4.49 |
| Utilities | 1.33 | 2.17 |
| Basic Materials | 5.58 | 3.6 |
| Communication Services | 4.34 | 2.09 |
| Real Estate | 1.46 | 1.53 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.72%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.48%
ICICI Prudential Diversified Debt Strategy Active FOF - Growth
3Y Returns7.69%
ICICI Prudential Diversified Debt Strategy Active FOF - Growth
3Y Returns7.69%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns23.71%
Axis Quant Fund - Regular Plan - Growth
3Y Returns14.25%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.27%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.27%
