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ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
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) | ₹394 Cr | ₹103041 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 | 0.88% | 1.84% |
| 6 Month | 4.02% | 5.2% |
| 1 Year | 5.01% | 7.33% |
| 3 Year | 11.2% | 18.2% |
| 5 Year | 10.98% | 22.38% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.4% | 2.05% |
| 1 Year | 7.62% | 10.43% |
| 3 Year | 9.88% | 14.63% |
| 5 Year | 9.6% | 17.32% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.13% | 17.48% |
| 3 Year | 10.46% | 16.27% |
| 5 Year | 11.01% | 15.08% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.24% | 8.75% |
| Sharp | 0.66% | 1.26% |
| Beta | 0.96% | 1.16% |
| Alpha | -0.12% | 5.14% |
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 | 43.84 | 34.5 |
| Large Cap | 42.99 | 52.86 |
| Small Cap | 6.96 | 5.81 |
| Mid Cap | 6.22 | 6.83 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 39.93 | 31.65 |
| Energy | 4.59 | 7.23 |
| Technology | 7.86 | 5.36 |
| Consumer Cyclical | 9.97 | 6.76 |
| Industrials | 3.72 | 7.96 |
| Financial Services | 20.69 | 22.86 |
| Healthcare | 2.96 | 4.04 |
| Consumer Defensive | 0.5 | 2.64 |
| Utilities | 2.91 | 4.21 |
| Basic Materials | 2.98 | 2.31 |
| Communication Services | 3.91 | 3.42 |
| Real Estate | - | 1.55 |
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