ITI Balanced Advantage Fund Regular - Growth

ITI Balanced Advantage Fund Regular - Growth is a scheme launched by ITI Mutual Fund on December 30, 2019, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 394 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.37% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to seek capital appreciation by investing in equity and equity related securities and fixed income instruments.

• Performance:

  ITI Balanced Advantage Fund Regular - Growth trailing returns over different times are 2.05% (1 year), 11.47% (3 year) and 11.42% (5 year). The average annual return of this fund stands at 2.53%.