ITI Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowAditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | High |
Asset Size (Cr) | ₹382 Cr | ₹7427 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Dec 2019 | 23 May 2000 |
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 TRI |
Turn Over | % | 240% |
Expense Ratio | 2.37 | 1.8 |
Manager | Vikrant Mehta | Lovelish Solanki |
ISIN Code | INF00XX01655 | INF084M01AB8 |
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 | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.34% | 0.58% |
6 Month | 4.57% | 2.79% |
1 Year | 13.57% | 14.19% |
3 Year | 8.73% | 11.41% |
5 Year | - | 12.49% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.89% | 9.57% |
3 Year | 13.7% | 13.95% |
5 Year | - | 13.62% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 11.31% |
3 Year | 10.37% | 11.5% |
5 Year | - | 11.04% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.14% | 6.2% |
Sharp | 0.66% | 0.68% |
Beta | 0.76% | 0.91% |
Alpha | 1.36% | 2.11% |
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Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Lovelish Solanki |
Total AUM | ₹698 Cr | ₹14756 Cr |
Fund Manage | 8 | 2 |
ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 15.23 | -0.81 |
Large Cap | 58.44 | 56.11 |
Small Cap | 3.87 | 7.86 |
Mid Cap | 3.53 | 9.42 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 15.23 | -0.81 |
Telecom - Services | 3.76 | 2.73 |
Petroleum Products | 4.6 | 4.63 |
Electrical Equipment | 2.78 | 1.36 |
IT - Software | 7.25 | 7.01 |
Construction | 1.38 | 2.62 |
Non - Ferrous Metals | 0.83 | 1.31 |
Banks | 14.36 | 13.5 |
Pharmaceuticals & Biotechnology | 2.75 | 3.26 |
Ferrous Metals | 0.81 | 0.78 |
Automobiles | 2.06 | 2.73 |
Insurance | 4.66 | 1.24 |
Diversified FMCG | 2.36 | 2.84 |
Agricultural Food & other Products | 0.46 | - |
Realty | 0.35 | 2.93 |
Consumer Durables | 1.86 | 1.89 |
Industrial Products | 3.33 | 0.47 |
Finance | 0.97 | 4.47 |
Financial Technology (Fintech) | 1.35 | - |
Metals & Minerals Trading | 1 | 0.46 |
Healthcare Services | 0.53 | 1.27 |
Cement & Cement Products | 0.99 | 1.46 |
Power | 4.45 | 3.16 |
Retailing | 1.86 | 1.47 |
Capital Markets | 1.09 | - |
Personal Products | - | 1.71 |
Aerospace & Defense | - | 0.44 |
Auto Components | - | 2.51 |
Transport Infrastructure | - | 2.27 |
Diversified Metals | - | 0.28 |
Oil | - | 0.66 |
Fertilizers & Agrochemicals | - | 0.3 |
Consumable Fuels | - | 0.94 |
Minerals & Mining | - | 0.46 |
Transport Services | - | 0.68 |
Chemicals & Petrochemicals | - | 0.44 |
Leisure Services | - | 0.31 |
Beverages | - | 0.8 |
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