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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 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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