ITI Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

Link copied to clipboard!

ITI Balanced Advantage Fund Regular - Growth

Invest Now

BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹378 Cr	₹2193 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	2.94%	3.18%
6 Month	-1.6%	-0.67%
1 Year	5.15%	7.69%
3 Year	10.78%	11.19%
5 Year	11.39%	12.71%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-0.02%	0.68%
1 Year	-0.87%	0.85%
3 Year	9.92%	9.96%
5 Year	9.48%	9.38%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	13.11%	9.02%
3 Year	10.01%	8.54%
5 Year	6.18%	8.78%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.494%	7.606%
Sharp	0.221%	0.199%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	35.82	16.93
Large Cap	54.6	63.97
Mid Cap	4.68	8
Small Cap	4.9	11.1

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	34.87	16.17
Communication Services	3.81	4.98
Energy	5.19	3.15
Industrials	4.19	4.74
Technology	8.86	12.95
Basic Materials	4.99	6.1
Financial Services	23.69	25.51
Healthcare	3.62	7.43
Consumer Cyclical	5.96	9.51
Consumer Defensive	2.65	6.86
Real Estate	0.32	1.46
Utilities	1.85	1.15