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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 | ₹101080 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 | 2.17% | 1.19% |
| 6 Month | 8.77% | 9.93% |
| 1 Year | 2.13% | 1.64% |
| 3 Year | 11.54% | 18.07% |
| 5 Year | 11.41% | 23.41% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.85% | 2.01% |
| 1 Year | 7.55% | 8.02% |
| 3 Year | 10.96% | 15.55% |
| 5 Year | 10.22% | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.21% | 17.49% |
| 3 Year | 10.25% | 16.2% |
| 5 Year | 10.85% | 15.09% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.45% | 9.18% |
| Sharp | 0.52% | 1.14% |
| Beta | - | - |
| Alpha | - | - |
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 | 44.33 | 35.76 |
| Large Cap | 40.57 | 51.34 |
| Small Cap | 9.31 | 5.79 |
| Mid Cap | 5.79 | 7.11 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 39.93 | 33.05 |
| Energy | 4.29 | 6.92 |
| Technology | 7.09 | 5.83 |
| Consumer Cyclical | 9.74 | 6.36 |
| Industrials | 2.62 | 8.06 |
| Financial Services | 22.41 | 21.59 |
| Healthcare | 3.17 | 4.2 |
| Consumer Defensive | 1.39 | 2.72 |
| Utilities | 2.82 | 4.21 |
| Basic Materials | 3.28 | 2.04 |
| Communication Services | 3.26 | 3.53 |
| Real Estate | - | 1.5 |
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