Axis Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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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 Axis Balanced Advantage Fund - Regular Plan - Growth
Fund ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹369 Cr ₹2323 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2019 07 Aug 2017
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 % 24%
Expense Ratio 2.36 2.03
Manager Vikrant Mehta Hardik Shah
ISIN Code INF00XX01655 INF846K01A52
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -2.82% -2.49%
6 Month 4.38% 8.47%
1 Year 18.79% 24.95%
3 Year 8.41% 11.13%
5 Year - 12.11%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 11.79% 20.18%
3 Year 13.82% 18.08%
5 Year - 15.14%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 13.31% 7.63%
3 Year 10.37% 9.65%
5 Year - 8.02%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.14% 7.39%
Sharp 0.66% 0.89%
Beta 0.76% 0.98%
Alpha 1.36% 2.31%

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Name Vikrant Mehta Hardik Shah
Total AUM ₹698 Cr ₹0 Cr
Fund Manage 8 12
ITI Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 37.92 35.88
Large Cap 53.68 51.36
Mid Cap 3.99 7.43
Small Cap 4.42 5.34

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 17.11 9.94
Financial 32.89 28.95
Communication 6.98 4.05
Capital Goods 1.93 4.12
Services 8.43 1.28
Consumer Staples 0.53 3.53
Construction 1.48 3.68
Automobile 0 6.85
Energy 8.06 7.6
Consumer Discretionary 3.02 -
Metals & Mining 1.15 1.01
Technology 4.34 4.95
Sovereign 4.24 11.61
Healthcare 6.01 5.51
Materials 0.51 1.96
Insurance 3.33 2.43
Chemicals - 2.54

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