- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹378 Cr | ₹4078 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 13 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 | 2.37 | 1.89 |
| Manager | Vikrant Mehta | Miten Vora |
| ISIN Code | INF00XX01655 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.63% | -2.9% |
| 6 Month | -3.19% | -5.83% |
| 1 Year | 3.03% | 5.14% |
| 3 Year | 7.95% | 11.35% |
| 5 Year | 5.84% | 13.9% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | - | 6.05% |
| 1 Year | -2.23% | -4.04% |
| 3 Year | 10.13% | 11.29% |
| 5 Year | 10% | 12.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 13.49% | 15.87% |
| 3 Year | 10.1% | 14.5% |
| 5 Year | 6.27% | 15.77% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 9.305% |
| Sharp | 0.221% | 0.603% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 15.23 | 35.61 |
| Large Cap | 58.44 | 44.53 |
| Small Cap | 3.87 | 16.17 |
| Mid Cap | 3.53 | 12.78 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 15.23 | 35.61 |
| Telecom - Services | 3.76 | 1.96 |
| Petroleum Products | 4.6 | 6.14 |
| Electrical Equipment | 2.78 | 3.08 |
| IT - Software | 7.25 | 5.94 |
| Construction | 1.38 | 5.79 |
| Non - Ferrous Metals | 0.83 | 0.35 |
| Banks | 14.36 | 13.81 |
| Pharmaceuticals & Biotechnology | 2.75 | 4.13 |
| Ferrous Metals | 0.81 | - |
| Automobiles | 2.06 | 0.91 |
| Insurance | 4.66 | - |
| Diversified FMCG | 2.36 | 0.17 |
| Agricultural Food & other Products | 0.46 | - |
| Realty | 0.35 | 1.37 |
| Consumer Durables | 1.86 | 1.35 |
| Industrial Products | 3.33 | 1.67 |
| Finance | 0.97 | 2.11 |
| Financial Technology (Fintech) | 1.35 | 1.64 |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | 0.75 |
| Cement & Cement Products | 0.99 | - |
| Power | 4.45 | 5.63 |
| Retailing | 1.86 | 4.12 |
| Capital Markets | 1.09 | 1.03 |
| Industrial Manufacturing | - | 2.25 |
| Miscellaneous | - | 0.86 |
| Personal Products | - | 0.55 |
| IT - Services | - | 0.49 |
| Chemicals & Petrochemicals | - | 0.52 |
| Food Products | - | 0.27 |
| Aerospace & Defense | - | 2.03 |
| Oil | - | 0.57 |
| Household Products | - | 0.54 |
| Auto Components | - | 1.8 |
| Transport Services | - | 0.54 |
| Leisure Services | - | 0.24 |
| Beverages | - | 0.87 |
Top Comparisons
ITI Overnight Fund Regular - Growth
3Y Returns5.88%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.07%
HDFC Low Duration Fund - Growth
3Y Returns6.34%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.31%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns4.75%
Nippon India Nivesh Lakshya Fund- Growth Option
3Y Returns6.86%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns9.2%
Sundaram Services Fund Regular Plan - Growth
3Y Returns15.22%
