HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowHDFC Balanced Advantage Fund - Growth Plan
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹89878 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 01 Feb 1994 |
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 | % | 21.38% |
Expense Ratio | 2.36 | 1.36 |
Manager | Vikrant Mehta | Anil Bamboli |
ISIN Code | INF00XX01655 | INF179K01830 |
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 15% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Month | -2.78% | -3.27% |
6 Month | 4.42% | 4.24% |
1 Year | 18.83% | 24.88% |
3 Year | 8.44% | 20.5% |
5 Year | - | 19.6% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 11.79% | 16.47% |
3 Year | 13.82% | 24.5% |
5 Year | - | 24.5% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
1 Year | 13.31% | 18.18% |
3 Year | 10.37% | 15.79% |
5 Year | - | 14.82% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Standard Deviation | 7.14% | 9.4% |
Sharp | 0.66% | 1.72% |
Beta | 0.76% | 0.99% |
Alpha | 1.36% | 11.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Name | Vikrant Mehta | Anil Bamboli |
Total AUM | ₹698 Cr | ₹135442 Cr |
Fund Manage | 8 | 12 |
ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Others | 37.92 | 34.85 |
Large Cap | 53.68 | 51.6 |
Mid Cap | 3.99 | 6.11 |
Small Cap | 4.42 | 7.44 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
Others | 17.11 | 33.27 |
Financial | 32.89 | - |
Communication | 6.98 | - |
Capital Goods | 1.93 | - |
Services | 8.43 | - |
Consumer Staples | 0.53 | - |
Construction | 1.48 | 4.33 |
Automobile | 0 | - |
Energy | 8.06 | - |
Consumer Discretionary | 3.02 | - |
Metals & Mining | 1.15 | - |
Technology | 4.34 | - |
Sovereign | 4.24 | - |
Healthcare | 6.01 | - |
Materials | 0.51 | - |
Insurance | 3.33 | 0.8 |
Telecom - Services | - | 2.17 |
Petroleum Products | - | 4.65 |
Electrical Equipment | - | 0.62 |
IT - Software | - | 4.11 |
Pharmaceuticals & Biotechnology | - | 3.16 |
Industrial Manufacturing | - | 1.87 |
Cement & Cement Products | - | 0.13 |
Transport Services | - | 0.15 |
Finance | - | 4.33 |
Ferrous Metals | - | 0.26 |
Consumer Durables | - | 0.45 |
Banks | - | 16.75 |
Diversified FMCG | - | 2.39 |
Non - Ferrous Metals | - | 0.12 |
Realty | - | 1.28 |
Agricultural, Commercial & Construction Vehicles | - | 0.69 |
Leisure Services | - | 0.06 |
Automobiles | - | 2.62 |
Aerospace & Defense | - | 2.96 |
Power | - | 4.33 |
Personal Products | - | 0.01 |
Gas | - | 1 |
Entertainment | - | 0.15 |
Agricultural Food & other Products | - | 0.01 |
Diversified Metals | - | 0.28 |
Oil | - | 0.39 |
Food Products | - | 0.12 |
Chemicals & Petrochemicals | - | 0.2 |
Capital Markets | - | 0.08 |
Metals & Minerals Trading | - | 0.09 |
Healthcare Services | - | 0.17 |
Auto Components | - | 0.97 |
Industrial Products | - | 0.27 |
Transport Infrastructure | - | 0.96 |
Consumable Fuels | - | 3.64 |
Financial Technology (Fintech) | - | 0.04 |
Fertilizers & Agrochemicals | - | 0.09 |
Retailing | - | 0.03 |
Top Comparisons
Kotak Banking and PSU Debt - Growth
3Y Returns5.95%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.04%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns10.93%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns15.19%
Nippon India Small Cap Fund - Growth Plan - Growth Option
3Y Returns25.97%
Quant Small Cap Fund-Growth
3Y Returns24.76%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns10.43%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.6%