Aditya Birla Sun Life Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹382 Cr	₹7427 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	23 May 2000
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	%	240%
Expense Ratio	2.37	1.8
Manager	Vikrant Mehta	Lovelish Solanki
ISIN Code	INF00XX01655	INF084M01AB8
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	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	3.5%	1.85%
6 Month	6.8%	4.09%
1 Year	15.99%	15.64%
3 Year	9.54%	11.63%
5 Year	-	12.92%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.58%	13.58%
3 Year	15.56%	15.21%
5 Year	-	14.25%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	13.31%	11.31%
3 Year	10.37%	11.5%
5 Year	-	11.04%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.14%	6.2%
Sharp	0.66%	0.68%
Beta	0.76%	0.91%
Alpha	1.36%	2.11%

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Name	Vikrant Mehta	Lovelish Solanki
Total AUM	₹698 Cr	₹14756 Cr
Fund Manage	8	2
	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Others	15.23	-0.81
Large Cap	58.44	56.11
Small Cap	3.87	7.86
Mid Cap	3.53	9.42

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Others	15.23	-0.81
Telecom - Services	3.76	2.73
Petroleum Products	4.6	4.63
Electrical Equipment	2.78	1.36
IT - Software	7.25	7.01
Construction	1.38	2.62
Non - Ferrous Metals	0.83	1.31
Banks	14.36	13.5
Pharmaceuticals & Biotechnology	2.75	3.26
Ferrous Metals	0.81	0.78
Automobiles	2.06	2.73
Insurance	4.66	1.24
Diversified FMCG	2.36	2.84
Agricultural Food & other Products	0.46	-
Realty	0.35	2.93
Consumer Durables	1.86	1.89
Industrial Products	3.33	0.47
Finance	0.97	4.47
Financial Technology (Fintech)	1.35	-
Metals & Minerals Trading	1	0.46
Healthcare Services	0.53	1.27
Cement & Cement Products	0.99	1.46
Power	4.45	3.16
Retailing	1.86	1.47
Capital Markets	1.09	-
Personal Products	-	1.71
Aerospace & Defense	-	0.44
Auto Components	-	2.51
Transport Infrastructure	-	2.27
Diversified Metals	-	0.28
Oil	-	0.66
Fertilizers & Agrochemicals	-	0.3
Consumable Fuels	-	0.94
Minerals & Mining	-	0.46
Transport Services	-	0.68
Chemicals & Petrochemicals	-	0.44
Leisure Services	-	0.31
Beverages	-	0.8