ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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HDFC Balanced Advantage Fund Regular Growth

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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	HDFC Balanced Advantage Fund Regular Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹400 Cr	₹106494 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	11 Sep 2000
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	%	21.38%
Expense Ratio	2.37	1.35
Manager	Vikrant Mehta	Anil Bamboli
ISIN Code	INF00XX01655	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
1 Month	0.67%	0.63%
6 Month	3.27%	3.46%
1 Year	2.4%	4.69%
3 Year	11.05%	17.39%
5 Year	10.69%	20.59%

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
6 Month	2.3%	2.72%
1 Year	9.66%	11.88%
3 Year	10.13%	14.49%
5 Year	9.79%	17.18%

Rolling Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
1 Year	9.95%	17.4%
3 Year	10.54%	16.3%
5 Year	11.01%	15.1%

Risk Management

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
Standard Deviation	7.19%	8.69%
Sharp	0.59%	1.18%
Beta	0.96%	1.16%
Alpha	-0.20%	4.92%

Fund Managers

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
Name	Vikrant Mehta	Anil Bamboli
Total AUM	₹698 Cr	₹135442 Cr
Funds Managed	8	12
	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth

Market Cap

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
Others	38.96	34.59
Large Cap	40.33	53.19
Small Cap	6.66	5.44
Mid Cap	14.05	6.79

Sector Allocation

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund Regular Growth
Others	35.01	30.57
Energy	6.17	7.59
Technology	6.57	5.54
Consumer Cyclical	8.54	6.45
Industrials	3.79	8.06
Financial Services	24.04	23.26
Healthcare	2.25	4.03
Consumer Defensive	0.51	2.63
Utilities	2.46	4.14
Basic Materials	3.23	2.28
Communication Services	4.24	3.6
Real Estate	3.18	1.86

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