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ICICI Prudential Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹378 Cr | ₹60347 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 30 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | % | 16% |
| Expense Ratio | 2.37 | 1.48 |
| Manager | Vikrant Mehta | Sharmila D'mello |
| ISIN Code | INF00XX01655 | INF109K01BH2 |
| 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 | ICICI Prudential Balanced Advantage Fund - 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 | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | -2.31% | -2.08% |
| 6 Month | -4.92% | -4.1% |
| 1 Year | 0.7% | 5.6% |
| 3 Year | 8.57% | 11.73% |
| 5 Year | 7.74% | 13.9% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | -4.67% | -2.62% |
| 1 Year | -5.58% | -1.3% |
| 3 Year | 9.08% | 10.66% |
| 5 Year | 9.18% | 12.05% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 13.49% | 11.12% |
| 3 Year | 10.1% | 11.79% |
| 5 Year | 6.27% | 12.39% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 7.494% | 4.42% |
| Sharp | 0.221% | 0.8% |
| Beta | - | 0.68% |
| Alpha | - | 2.59% |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Vikrant Mehta | Sharmila D'mello |
| Total AUM | ₹698 Cr | ₹354743 Cr |
| Fund Manage | 8 | 35 |
| ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 35.81934 | 46.97528 |
| Large Cap | 54.60246 | 59.86394 |
| Mid Cap | 4.68293 | 5.82503 |
| Small Cap | 4.89526 | 1.00085 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 34.86709 | 46.78899 |
| Communication Services | 3.81497 | 2.32951 |
| Energy | 5.19119 | 3.89721 |
| Industrials | 4.18504 | 5.37436 |
| Technology | 8.85642 | 6.61587 |
| Basic Materials | 4.99277 | 4.8819 |
| Financial Services | 23.68751 | 19.4754 |
| Healthcare | 3.621 | 2.81698 |
| Consumer Cyclical | 5.95565 | 14.24982 |
| Consumer Defensive | 2.65074 | 5.14766 |
| Real Estate | 0.32495 | 0.09051 |
| Utilities | 1.85266 | 1.99689 |
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