ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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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

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%

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%

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%

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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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

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

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