ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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 | 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% |
SIP Return Analysis
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% |
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 | 7.23% | 9.41% |
Sharp | 0.86% | 1.60% |
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 | 35.61 | 33.94 |
Large Cap | 53.84 | 53.07 |
Small Cap | 4.95 | 6 |
Mid Cap | 5.6 | 6.99 |
Sector Allocation
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 |
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