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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) | ₹400 Cr | ₹4545 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | 0.67% | 0.32% |
| 6 Month | 3.27% | 3.8% |
| 1 Year | 2.4% | 4.78% |
| 3 Year | 11.05% | 13.57% |
| 5 Year | 10.69% | 12.7% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.3% | 2.9% |
| 1 Year | 9.66% | 14.23% |
| 3 Year | 10.13% | 12.95% |
| 5 Year | 9.79% | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 9.95% | 13.35% |
| 3 Year | 10.54% | 14.42% |
| 5 Year | 11.01% | 15.66% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.19% | 9.35% |
| Sharp | 0.59% | 0.75% |
| Beta | 0.96% | 1.30% |
| Alpha | -0.20% | 1.10% |
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 | 38.96 | 26.46 |
| Large Cap | 40.33 | 44.7 |
| Small Cap | 6.66 | 9.32 |
| Mid Cap | 14.05 | 19.52 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 35.01 | 16.89 |
| Energy | 6.17 | 4.98 |
| Technology | 6.57 | 7.15 |
| Consumer Cyclical | 8.54 | 11.92 |
| Industrials | 3.79 | 11.01 |
| Financial Services | 24.04 | 24.68 |
| Healthcare | 2.25 | 5.04 |
| Consumer Defensive | 0.51 | 5.98 |
| Utilities | 2.46 | 1.12 |
| Basic Materials | 3.23 | 3.23 |
| Communication Services | 4.24 | 4.29 |
| Real Estate | 3.18 | 3.72 |
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