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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) | ₹397 Cr | ₹108205 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 | -2.65% | -1.04% |
| 6 Month | -0.56% | 1.76% |
| 1 Year | 4.93% | 8.51% |
| 3 Year | 10.75% | 17.9% |
| 5 Year | 9.63% | 19.39% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.54% | 1.77% |
| 1 Year | 8% | 9.26% |
| 3 Year | 9.01% | 12.65% |
| 5 Year | 9.31% | 16.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 9.68% | 17.24% |
| 3 Year | 10.72% | 16.36% |
| 5 Year | 10.93% | 15.13% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 7.07% | 8.63% |
| Sharp | 0.67% | 1.23% |
| Beta | 0.96% | 1.17% |
| Alpha | -0.11% | 4.60% |
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 | 35.95 | 33.08 |
| Large Cap | 44.97 | 54.16 |
| Small Cap | 9.37 | 5.3 |
| Mid Cap | 9.71 | 7.46 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 28.41 | 28.63 |
| Energy | 6.52 | 7.8 |
| Technology | 10.06 | 6.48 |
| Consumer Cyclical | 7.96 | 6.99 |
| Industrials | 3.4 | 8.05 |
| Financial Services | 24.87 | 23.72 |
| Healthcare | 5.55 | 4.22 |
| Consumer Defensive | 0.51 | 2.5 |
| Utilities | 1.33 | 3.94 |
| Basic Materials | 5.58 | 2.21 |
| Communication Services | 4.34 | 3.63 |
| Real Estate | 1.46 | 1.83 |
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