HDFC Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

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

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹378 Cr	₹94251 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	11 Sep 2000
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	2.37	1.35
Manager	Vikrant Mehta	Anil Bamboli
ISIN Code	INF00XX01655	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-0.63%	-2.13%
6 Month	-3.19%	-6.1%
1 Year	3.03%	6.23%
3 Year	7.95%	19.44%
5 Year	5.84%	19.02%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	-1.93%	-3.24%
3 Year	10.19%	17.38%
5 Year	9.8%	20.6%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	13.49%	18.17%
3 Year	10.1%	15.89%
5 Year	6.27%	14.91%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	7.494%	9.475%
Sharp	0.221%	1.292%
Beta	-	-
Alpha	-	-

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Scheme 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	15.23	46.37
Large Cap	58.44	54.24
Small Cap	3.87	7.04
Mid Cap	3.53	6.84

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	15.23	46.37
Telecom - Services	3.76	2.55
Petroleum Products	4.6	4.95
Electrical Equipment	2.78	0.68
IT - Software	7.25	4.29
Construction	1.38	4.24
Non - Ferrous Metals	0.83	0.12
Banks	14.36	18.34
Pharmaceuticals & Biotechnology	2.75	4.04
Ferrous Metals	0.81	0.49
Automobiles	2.06	3.27
Insurance	4.66	0.84
Diversified FMCG	2.36	2.77
Agricultural Food & other Products	0.46	0.04
Realty	0.35	1.36
Consumer Durables	1.86	0.31
Industrial Products	3.33	0.34
Finance	0.97	4.25
Financial Technology (Fintech)	1.35	0.05
Metals & Minerals Trading	1	0.1
Healthcare Services	0.53	0.23
Cement & Cement Products	0.99	0.19
Power	4.45	4.23
Retailing	1.86	0.03
Capital Markets	1.09	0.1
Industrial Manufacturing	-	1.49
Transport Services	-	0.53
Agricultural, Commercial & Construction Vehicles	-	0.65
Leisure Services	-	0.06
Aerospace & Defense	-	1.44
Personal Products	-	0.01
Gas	-	0.78
Diversified Metals	-	0.02
Oil	-	0.26
Food Products	-	0.08
Entertainment	-	0.11
Auto Components	-	0.88
Chemicals & Petrochemicals	-	0.37
Transport Infrastructure	-	0.87
Consumable Fuels	-	2.66
Minerals & Mining	-	0.01
Fertilizers & Agrochemicals	-	0.09