Baroda BNP Paribas Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

ITI Balanced Advantage Fund Regular - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹369 Cr	₹3969 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	04 Nov 2018
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	%	173%
Expense Ratio	2.36	1.88
Manager	Vikrant Mehta	Miten Vora
ISIN Code	INF00XX01655	INF955L01HC4
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 1 year./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.64%	1.5%
6 Month	7.83%	12.26%
1 Year	25.95%	27.11%
3 Year	12.18%	14.58%
5 Year	-	17.45%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	8.19%	10.7%
3 Year	19.99%	10.7%
5 Year	29.14%	10.7%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	11.04%	16.71%
3 Year	26.26%	39.46%
5 Year	33.52%	54.94%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.14%	8.78%
Sharp	0.66%	0.89%
Beta	0.76%	1.12%
Alpha	1.36%	2.8%

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name	Vikrant Mehta	Miten Vora
Total AUM	₹698 Cr	₹6478 Cr
Fund Manage	8	6
	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	37.92	11.57
Large Cap	53.68	48.87
Small Cap	4.42	6.47
Mid Cap	3.99	12.12

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	17.11	8.39
Energy	8.06	-
Financial	32.89	-
Sovereign	4.24	-
Services	8.43	-
Technology	4.34	-
Communication	6.98	-
Healthcare	6.01	-
Consumer Discretionary	3.02	-
Capital Goods	1.93	-
Insurance	3.33	-
Construction	1.48	5.05
Metals & Mining	1.15	-
Automobile	0	-
Consumer Staples	0.53	-
Materials	0.51	-
Banks	-	18.22
Petroleum Products	-	5.61
Power	-	4.49
IT - Software	-	4.09
Aerospace & Defense	-	2.12
Automobiles	-	2
Telecom - Services	-	3.28
Retailing	-	2.82
Consumer Durables	-	2.27
Realty	-	1.28
Pharmaceuticals & Biotechnology	-	3.69
Industrial Products	-	1.92
Electrical Equipment	-	1.87
Transport Services	-	1.18
Finance	-	1.92
Ferrous Metals	-	1.83
Capital Markets	-	1.56
Oil	-	0.91
Food Products	-	0.9
Industrial Manufacturing	-	1.21
Healthcare Services	-	0.69
Beverages	-	0.68
Financial Technology (Fintech)	-	0.53
Auto Components	-	0.34
Leisure Services	-	0.15
Non - Ferrous Metals	-	0.03