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) | ₹378 Cr | ₹4078 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 | 1.41% | 2.1% |
6 Month | -0.59% | -0.08% |
1 Year | 3.76% | 6.69% |
3 Year | 10.49% | 13.36% |
5 Year | 10.06% | 16.62% |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 0.86% | 1.39% |
1 Year | 0.31% | 0.81% |
3 Year | 11.03% | 13.07% |
5 Year | 10.27% | 12.98% |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 13.11% | 15.87% |
3 Year | 10.01% | 14.5% |
5 Year | 6.18% | 15.77% |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.494% | 10.009% |
Sharp | 0.221% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 | 35.82 | 31.15 |
Large Cap | 54.6 | 42.99 |
Mid Cap | 4.68 | 14.66 |
Small Cap | 4.9 | 11.21 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 34.87 | 26.01 |
Communication Services | 3.81 | 3.73 |
Energy | 5.19 | 7.58 |
Industrials | 4.19 | 12.94 |
Technology | 8.86 | 7.73 |
Basic Materials | 4.99 | 0.99 |
Financial Services | 23.69 | 22.52 |
Healthcare | 3.62 | 6.54 |
Consumer Cyclical | 5.96 | 6.34 |
Consumer Defensive | 2.65 | 2.53 |
Real Estate | 0.32 | - |
Utilities | 1.85 | 3.08 |
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