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 | High |
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 | 1.54% | 2.98% |
6 Month | -2.26% | 0.4% |
1 Year | 5.48% | 12.17% |
3 Year | 10.24% | 12.23% |
5 Year | 11.77% | 16.39% |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.21% | 2.37% |
1 Year | 0.04% | 4.53% |
3 Year | 10.77% | 12.77% |
5 Year | 10.15% | 12.35% |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.11% | 11.38% |
3 Year | 10.01% | 11.47% |
5 Year | 6.18% | 11.16% |
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% | 0.51% |
Beta | - | 0.97% |
Alpha | - | 1.72% |
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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 |
Funds Managed | 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 | 35.82 | 24.06 |
Large Cap | 54.6 | 48.66 |
Mid Cap | 4.68 | 15.42 |
Small Cap | 4.9 | 4.32 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.87 | 19.59 |
Communication Services | 3.81 | - |
Energy | 5.19 | - |
Industrials | 4.19 | - |
Technology | 8.86 | - |
Basic Materials | 4.99 | - |
Financial Services | 23.69 | - |
Healthcare | 3.62 | - |
Consumer Cyclical | 5.96 | - |
Consumer Defensive | 2.65 | - |
Real Estate | 0.32 | - |
Utilities | 1.85 | - |
Telecom - Services | - | 1.65 |
Petroleum Products | - | 4.64 |
Electrical Equipment | - | 1.48 |
IT - Software | - | 6 |
Cement & Cement Products | - | 1.57 |
Personal Products | - | 1.83 |
Construction | - | 1.84 |
Finance | - | 5.05 |
Retailing | - | 2.5 |
Banks | - | 14.92 |
Diversified FMCG | - | 0.94 |
Pharmaceuticals & Biotechnology | - | 3.48 |
Non - Ferrous Metals | - | 1.56 |
Realty | - | 2.67 |
Healthcare Services | - | 0.96 |
Aerospace & Defense | - | 0.28 |
Auto Components | - | 3.04 |
Ferrous Metals | - | 1.38 |
Automobiles | - | 1.59 |
Industrial Products | - | 1.44 |
Insurance | - | 2.47 |
Consumer Durables | - | 1.35 |
Transport Infrastructure | - | 1.89 |
Diversified Metals | - | 0.66 |
Oil | - | 0.58 |
Power | - | 2.26 |
Fertilizers & Agrochemicals | - | 0.53 |
Leisure Services | - | 0.4 |
Metals & Minerals Trading | - | 0.13 |
Consumable Fuels | - | 0.31 |
Minerals & Mining | - | 0.58 |
Transport Services | - | 0.66 |
Chemicals & Petrochemicals | - | 0.83 |
Beverages | - | 1.4 |
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