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ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
1 Month 2.13% 1.66%
6 Month 1.5% 3.86%
1 Year 5.59% 5.8%
3 Year 13.07% 23.17%
5 Year 11.39% 24.77%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month 6.25% 6.98%
1 Year 9.16% 10.71%
3 Year 13% 19.39%
5 Year 11.42% 21.05%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation 7.31% 9.74%
Sharp 0.68% 1.40%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 35.82 45.54
Large Cap 54.6 52.58
Mid Cap 4.68 6.45
Small Cap 4.9 6.1

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 34.87 43.92
Communication Services 3.81 2.71
Energy 5.19 7.4
Industrials 4.19 8.87
Technology 8.86 5.37
Basic Materials 4.99 2
Financial Services 23.69 22.36
Healthcare 3.62 4.17
Consumer Cyclical 5.96 5.5
Consumer Defensive 2.65 2.65
Real Estate 0.32 1.44
Utilities 1.85 4.3

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