Axis Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowAxis Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart Comparison
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 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.64% | 1.45% |
6 Month | 7.83% | 14.11% |
1 Year | 25.95% | 30.3% |
3 Year | 12.18% | 13.03% |
5 Year | - | 13.14% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 12.57% |
3 Year | 19.99% | 26.75% |
5 Year | 29.14% | 41.86% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.18% | 7.55% |
3 Year | 10.39% | 9.68% |
5 Year | - | 8.02% |
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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Get Free Experts GuidanceScheme 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 |
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 |
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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