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ITI Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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 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 2% 4.28%
6 Month -6.39% -4.86%
1 Year 2.45% 8.53%
3 Year 8.46% 10.85%
5 Year 13.37% 17.33%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
6 Month -1.92% 0.31%
1 Year -2.28% 2.16%
3 Year 10.54% 12.26%
5 Year 10% 12.19%

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% 0.49%
Beta - 0.94%
Alpha - 1.14%

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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 35.45
Large Cap 54.6 46.21
Mid Cap 4.68 14.07
Small Cap 4.9 4.27

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Others 34.87 30.05
Communication Services 3.81 1.9
Energy 5.19 6.22
Industrials 4.19 9.12
Technology 8.86 6.36
Basic Materials 4.99 6.73
Financial Services 23.69 19.46
Healthcare 3.62 4.44
Consumer Cyclical 5.96 6.79
Consumer Defensive 2.65 4.34
Real Estate 0.32 2.03
Utilities 1.85 2.55

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