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Aditya Birla Sun Life Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High | High |
| Asset Size (Cr) | ₹378 Cr | ₹7239 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2% | 4.28% |
| 6 Month | -6.39% | -4.86% |
| 1 Year | 2.45% | 8.53% |
| 3 Year | 8.46% | 10.85% |
| 5 Year | 13.37% | 17.33% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.92% | 0.31% |
| 1 Year | -2.28% | 2.16% |
| 3 Year | 10.54% | 12.26% |
| 5 Year | 10% | 12.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.11% | 11.38% |
| 3 Year | 10.01% | 11.47% |
| 5 Year | 6.18% | 11.16% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 6.2% |
| Sharp | 0.221% | 0.49% |
| Beta | - | 0.94% |
| Alpha | - | 1.14% |
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Fund Managers
| 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 |
| Funds Managed | 8 | 2 |
| ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.82 | 35.45 |
| Large Cap | 54.6 | 46.21 |
| Mid Cap | 4.68 | 14.07 |
| Small Cap | 4.9 | 4.27 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.87 | 30.05 |
| Communication Services | 3.81 | 1.9 |
| Energy | 5.19 | 6.22 |
| Industrials | 4.19 | 9.12 |
| Technology | 8.86 | 6.36 |
| Basic Materials | 4.99 | 6.73 |
| Financial Services | 23.69 | 19.46 |
| Healthcare | 3.62 | 4.44 |
| Consumer Cyclical | 5.96 | 6.79 |
| Consumer Defensive | 2.65 | 4.34 |
| Real Estate | 0.32 | 2.03 |
| Utilities | 1.85 | 2.55 |
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