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ITI Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
ITI Balanced Advantage Fund Regular - Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹400 Cr | ₹2320 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 10 Oct 2014 |
| 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 | 2.04 |
| Manager | Vikrant Mehta | Ritika Behera |
| ISIN Code | INF00XX01655 | INF194KA1UE8 |
| 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 | Bandhan Balanced Advantage Fund - Regular Plan - 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 | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -0.6% | -0.39% |
| 6 Month | 1.41% | 2.87% |
| 1 Year | 0.86% | 2.79% |
| 3 Year | 11.06% | 11.01% |
| 5 Year | 10.23% | 9.44% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.76% | 1.84% |
| 1 Year | 9.03% | 9.87% |
| 3 Year | 9.89% | 10.19% |
| 5 Year | 9.67% | 9.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 9.95% | 8.59% |
| 3 Year | 10.54% | 8.77% |
| 5 Year | 11.01% | 9.26% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.54% |
| Sharp | 0.59% | 0.61% |
| Beta | 0.96% | 0.90% |
| Alpha | -0.20% | -0.14% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Vikrant Mehta | Ritika Behera |
| Total AUM | ₹698 Cr | ₹43013 Cr |
| Funds Managed | 8 | 19 |
| ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 38.96 | 27.28 |
| Large Cap | 40.33 | 52.63 |
| Small Cap | 6.66 | 8.46 |
| Mid Cap | 14.05 | 11.63 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 35.01 | 20.43 |
| Energy | 6.17 | 3.56 |
| Technology | 6.57 | 8.77 |
| Consumer Cyclical | 8.54 | 8.42 |
| Industrials | 3.79 | 6.17 |
| Financial Services | 24.04 | 25.8 |
| Healthcare | 2.25 | 6.41 |
| Consumer Defensive | 0.51 | 5.97 |
| Utilities | 2.46 | 1.66 |
| Basic Materials | 3.23 | 4.22 |
| Communication Services | 4.24 | 6.58 |
| Real Estate | 3.18 | 2.01 |
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