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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 | ₹4362 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 | 0.19% | 1.12% |
| 6 Month | 6.55% | 9.09% |
| 1 Year | 1.79% | 4.27% |
| 3 Year | 12.54% | 14.99% |
| 5 Year | 11.24% | 14.17% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.28% | 2.02% |
| 1 Year | 7% | 11.64% |
| 3 Year | 10.23% | 12.97% |
| 5 Year | 9.82% | 12.73% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.73% | 13.93% |
| 3 Year | 10.37% | 14.44% |
| 5 Year | 10.91% | 15.82% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.26% | 9.31% |
| Sharp | 0.67% | 0.75% |
| 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 | 42.4 | 26.99 |
| Large Cap | 42.86 | 45.99 |
| Small Cap | 6.53 | 9.93 |
| Mid Cap | 8.22 | 17.09 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 38.82 | 16.73 |
| Energy | 3.36 | 4.96 |
| Technology | 10.57 | 6.69 |
| Consumer Cyclical | 11.35 | 9.48 |
| Industrials | 2.62 | 10.7 |
| Financial Services | 20.24 | 26.34 |
| Healthcare | 2.89 | 6.6 |
| Consumer Defensive | 0.47 | 5.4 |
| Utilities | 2.86 | 1.87 |
| Basic Materials | 2.87 | 2.45 |
| Communication Services | 3.96 | 4.81 |
| Real Estate | - | 3.97 |
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