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ITI Balanced Advantage Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

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

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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