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ITI Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| 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 | Very High Risk | High Risk |
| Asset Size (Cr) | ₹378 Cr | ₹7239 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.63% | -1.46% |
| 6 Month | -3.19% | -3.72% |
| 1 Year | 3.03% | 8.2% |
| 3 Year | 7.95% | 10.57% |
| 5 Year | 5.84% | 11.67% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.93% | -0.03% |
| 3 Year | 10.19% | 10.74% |
| 5 Year | 9.8% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.49% | 11.51% |
| 3 Year | 10.1% | 11.47% |
| 5 Year | 6.27% | 11.12% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 6.2% |
| Sharp | 0.221% | 0.57% |
| Beta | - | 0.92% |
| Alpha | - | 1.49% |
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Fund Managers
| Scheme 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 |
Market Cap
| 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 |
Sector Allocation
| 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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