Axis Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	Moderately High	Very High
Asset Size (Cr)	₹382 Cr	₹2547 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	01 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	2.37	2.01
Manager	Vikrant Mehta	Hardik Shah
ISIN Code	INF00XX01655	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.34%	1.2%
6 Month	4.57%	5.36%
1 Year	13.57%	18.86%
3 Year	8.73%	12.26%
5 Year	-	12.28%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	8.89%	14.35%
3 Year	13.7%	17.2%
5 Year	-	14.68%

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%

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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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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	15.23	18.35
Large Cap	58.44	53.62
Small Cap	3.87	6.52
Mid Cap	3.53	8.15

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	15.23	18.35
Telecom - Services	3.76	2.46
Petroleum Products	4.6	4.54
Electrical Equipment	2.78	0.79
IT - Software	7.25	6.38
Construction	1.38	2.97
Non - Ferrous Metals	0.83	0.77
Banks	14.36	14.48
Pharmaceuticals & Biotechnology	2.75	4.91
Ferrous Metals	0.81	0.19
Automobiles	2.06	5.31
Insurance	4.66	2.9
Diversified FMCG	2.36	0.66
Agricultural Food & other Products	0.46	0.64
Realty	0.35	0.45
Consumer Durables	1.86	0.22
Industrial Products	3.33	0.71
Finance	0.97	4.42
Financial Technology (Fintech)	1.35	-
Metals & Minerals Trading	1	-
Healthcare Services	0.53	1.63
Cement & Cement Products	0.99	1.08
Power	4.45	2.35
Retailing	1.86	0.65
Capital Markets	1.09	0.02
Personal Products	-	0.77
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Gas	-	0.14
IT - Services	-	0.08
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Leisure Services	-	0.56
Beverages	-	0.53