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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 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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