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ITI Balanced Advantage Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹394 Cr | ₹4332 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 13 Nov 2018 |
| 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 | % | 173% |
| Expense Ratio | 2.37 | 1.89 |
| Manager | Vikrant Mehta | Miten Vora |
| ISIN Code | INF00XX01655 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 2.17% | 1.25% |
| 6 Month | 8.77% | 12.68% |
| 1 Year | 2.13% | 2.39% |
| 3 Year | 11.54% | 13.33% |
| 5 Year | 11.41% | 14.16% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.85% | 2.27% |
| 1 Year | 7.55% | 9.33% |
| 3 Year | 10.96% | 12.81% |
| 5 Year | 10.22% | 12.61% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.21% | 14.36% |
| 3 Year | 10.25% | 14.5% |
| 5 Year | 10.85% | 15.98% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.45% | 9.43% |
| Sharp | 0.52% | 0.66% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Miten Vora |
| Total AUM | ₹698 Cr | ₹6478 Cr |
| Funds Managed | 8 | 6 |
| ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 44.33 | 33.32 |
| Large Cap | 40.57 | 40.3 |
| Small Cap | 9.31 | 10.48 |
| Mid Cap | 5.79 | 15.9 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 39.93 | 23.44 |
| Energy | 4.29 | 5.49 |
| Technology | 7.09 | 5.23 |
| Consumer Cyclical | 9.74 | 7.88 |
| Industrials | 2.62 | 10.58 |
| Financial Services | 22.41 | 25.87 |
| Healthcare | 3.17 | 6.74 |
| Consumer Defensive | 1.39 | 3.66 |
| Utilities | 2.82 | 1.42 |
| Basic Materials | 3.28 | 1.38 |
| Communication Services | 3.26 | 4.64 |
| Real Estate | - | 3.67 |
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