Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon Franklin India Balanced Advantage Fund- Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
Fund ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹378 Cr ₹2352 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 06 Sep 2022
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 % 160.29%
Expense Ratio 2.37 1.97
Manager Vikrant Mehta Sandeep Manam
ISIN Code INF00XX01655 INF090I01WN2
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 Franklin India Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
1 Month 2.95% 3.65%
6 Month -5.42% -2.22%
1 Year 4.19% 8.75%
3 Year 9.01% -
5 Year 12.88% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
6 Month -1.92% -0.89%
1 Year -2.28% 0.8%
3 Year 10.54% -
5 Year 10% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
1 Year 13.11% 21.95%
3 Year 10.01% -
5 Year 6.18% -

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
Standard Deviation 7.494% -
Sharp 0.221% -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth
Name Vikrant Mehta Sandeep Manam
Total AUM ₹698 Cr ₹74256 Cr
Funds Managed 8 20
ITI Balanced Advantage Fund Regular - Growth Franklin India Balanced Advantage Fund- Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Franklin India Balanced Advantage Fund- Growth

Others 35.82 33.89
Large Cap 54.6 47.44
Mid Cap 4.68 8.31
Small Cap 4.9 10.37

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Franklin India Balanced Advantage Fund- Growth

Others 34.87 34.49
Communication Services 3.81 4.05
Energy 5.19 3.72
Industrials 4.19 7.65
Technology 8.86 6.52
Basic Materials 4.99 3.4
Financial Services 23.69 18.96
Healthcare 3.62 3.86
Consumer Cyclical 5.96 10.13
Consumer Defensive 2.65 3.28
Real Estate 0.32 0.71
Utilities 1.85 3.23

Top Comparisons

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns21.18%

VS

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns18.14%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.73%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.44%

Compare Now

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.95%

VS

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.95%

Compare Now

WhiteOak Capital Pharma and Healthcare Fund-Reg (G) WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

3Y Returns0%

VS

Sundaram Multi Asset Allocation Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully