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 - Growth Plan

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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 - Growth Plan
Fund	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹395 Cr	₹100299 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	0.43%	0.39%
6 Month	4.32%	6.75%
1 Year	4.58%	4.17%
3 Year	12.69%	22.09%
5 Year	11.34%	24.57%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	5.6%	6.68%
1 Year	8.44%	10.58%
3 Year	12.3%	18.63%
5 Year	10.97%	20.52%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.89%	17.82%
3 Year	10.04%	16.09%
5 Year	8.23%	15.02%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	7.23%	9.41%
Sharp	0.86%	1.60%
Beta	-	-
Alpha	-	-

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
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 - Growth Plan

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	35.61	33.94
Large Cap	53.84	53.07
Small Cap	4.95	6
Mid Cap	5.6	6.99

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	33.7	31.77
Energy	5.17	7.39
Industrials	2.95	8.65
Technology	13.19	6.23
Consumer Cyclical	9.97	5.51
Financial Services	21.72	22.31
Basic Materials	4.06	2
Healthcare	0.87	4.16
Consumer Defensive	3.39	2.71
Real Estate	0	1.45
Communication Services	3.21	3.4
Utilities	1.76	4.41