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
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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Get Free Experts GuidanceScheme 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 |
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