BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Chart Comparison
| 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 | Moderately High | High |
| Asset Size (Cr) | ₹382 Cr | ₹1308 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 | 2.08 |
| 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 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 3.5% | 2.15% |
| 6 Month | 6.8% | 0.72% |
| 1 Year | 15.99% | - |
| 3 Year | 9.54% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.58% | - |
| 3 Year | 15.56% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 13.31% | - |
| 3 Year | 10.37% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 7.14% | - |
| Sharp | 0.66% | - |
| Beta | 0.76% | - |
| Alpha | 1.36% | - |
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| 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 |
| Fund Manage | 8 | 8 |
| ITI Balanced Advantage Fund Regular - Growth | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 15.23 | 21.89 |
| Large Cap | 58.44 | 70.85 |
| Small Cap | 3.87 | 1.37 |
| Mid Cap | 3.53 | 5.89 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 15.23 | 21.89 |
| Telecom - Services | 3.76 | 2.21 |
| Petroleum Products | 4.6 | 8.34 |
| Electrical Equipment | 2.78 | 0.22 |
| IT - Software | 7.25 | 10.01 |
| Construction | 1.38 | 2.59 |
| Non - Ferrous Metals | 0.83 | 1.24 |
| Banks | 14.36 | 17.18 |
| Pharmaceuticals & Biotechnology | 2.75 | 8.41 |
| Ferrous Metals | 0.81 | 2.32 |
| Automobiles | 2.06 | 4.81 |
| Insurance | 4.66 | 0.9 |
| Diversified FMCG | 2.36 | 4.75 |
| Agricultural Food & other Products | 0.46 | 1.9 |
| Realty | 0.35 | - |
| Consumer Durables | 1.86 | 1.21 |
| Industrial Products | 3.33 | - |
| Finance | 0.97 | 1.78 |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | 0.31 |
| Cement & Cement Products | 0.99 | 2.61 |
| Power | 4.45 | 1.21 |
| Retailing | 1.86 | 0.97 |
| Capital Markets | 1.09 | - |
| Personal Products | - | 1.4 |
| Oil | - | 0.31 |
| Food Products | - | 2.05 |
| Beverages | - | 1.38 |
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