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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 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 BAJAJ FINSERV 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 BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Fund ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹378 Cr ₹1278 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2019 08 Dec 2023
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 % %
Expense Ratio 2.37 2.09
Manager Vikrant Mehta Siddharth Chaudhary
ISIN Code INF00XX01655 INF0QA701680
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 Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
1 Month -2.07% -2.19%
6 Month -6.1% -10.25%
1 Year 3.13% 0.06%
3 Year 8.35% -
5 Year 8.71% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
6 Month -4.67% -5.9%
1 Year -6.07% -11.11%
3 Year 8.94% -
5 Year 9.05% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
1 Year 13.11% 5.39%
3 Year 10.01% -
5 Year 6.18% -

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Standard Deviation 7.494% -
Sharp 0.221% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Name Vikrant Mehta Siddharth Chaudhary
Total AUM ₹698 Cr ₹7136 Cr
Funds Managed 8 8
ITI Balanced Advantage Fund Regular - Growth BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Others 35.82 15.51
Large Cap 54.6 81.32
Mid Cap 4.68 1.02
Small Cap 4.9 2.14

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Others 34.87 15
Communication Services 3.81 3.46
Energy 5.19 7.2
Industrials 4.19 5.44
Technology 8.86 12.57
Basic Materials 4.99 6.39
Financial Services 23.69 21.41
Healthcare 3.62 10.13
Consumer Cyclical 5.96 6.55
Consumer Defensive 2.65 10.31
Real Estate 0.32 -
Utilities 1.85 1.53

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