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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) | ₹394 Cr | ₹2268 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 | 2.88% | 1.71% |
| 6 Month | 9.52% | 9.56% |
| 1 Year | 2.45% | 2.76% |
| 3 Year | 12.16% | 10.62% |
| 5 Year | 11.44% | 10.48% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.85% | 2.31% |
| 1 Year | 7.55% | 7.76% |
| 3 Year | 10.96% | 10.64% |
| 5 Year | 10.22% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.21% | 8.84% |
| 3 Year | 10.25% | 8.65% |
| 5 Year | 10.85% | 9.15% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.45% | 6.58% |
| Sharp | 0.52% | 0.45% |
| Beta | - | - |
| Alpha | - | - |
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 | 42.4 | 23.67 |
| Large Cap | 42.86 | 57.02 |
| Small Cap | 6.53 | 9.19 |
| Mid Cap | 8.22 | 10.12 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 38.82 | 17.86 |
| Energy | 3.36 | 3.24 |
| Technology | 10.57 | 12.59 |
| Consumer Cyclical | 11.35 | 9.13 |
| Industrials | 2.62 | 6.15 |
| Financial Services | 20.24 | 23.85 |
| Healthcare | 2.89 | 7.14 |
| Consumer Defensive | 0.47 | 7.39 |
| Utilities | 2.86 | 1.54 |
| Basic Materials | 2.87 | 3.62 |
| Communication Services | 3.96 | 5.88 |
| Real Estate | - | 1.6 |
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