ITI Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹369 Cr | ₹2323 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 07 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 24% |
| Expense Ratio | 2.36 | 2.03 |
| Manager | Vikrant Mehta | Hardik Shah |
| ISIN Code | INF00XX01655 | INF846K01A52 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.97% | -1.07% |
| 6 Month | 6.28% | 12.71% |
| 1 Year | 21.22% | 27.9% |
| 3 Year | 8.44% | 11.66% |
| 5 Year | - | 12.49% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.79% | 20.18% |
| 3 Year | 13.82% | 18.08% |
| 5 Year | - | 15.14% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 7.63% |
| 3 Year | 10.37% | 9.65% |
| 5 Year | - | 8.02% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.14% | 7.39% |
| Sharp | 0.66% | 0.89% |
| Beta | 0.76% | 0.98% |
| Alpha | 1.36% | 2.31% |
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| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Hardik Shah |
| Total AUM | ₹698 Cr | ₹0 Cr |
| Fund Manage | 8 | 12 |
| ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.92 | 35.88 |
| Large Cap | 53.68 | 51.36 |
| Mid Cap | 3.99 | 7.43 |
| Small Cap | 4.42 | 5.34 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | 9.94 |
| Financial | 32.89 | 28.95 |
| Communication | 6.98 | 4.05 |
| Capital Goods | 1.93 | 4.12 |
| Services | 8.43 | 1.28 |
| Consumer Staples | 0.53 | 3.53 |
| Construction | 1.48 | 3.68 |
| Automobile | 0 | 6.85 |
| Energy | 8.06 | 7.6 |
| Consumer Discretionary | 3.02 | - |
| Metals & Mining | 1.15 | 1.01 |
| Technology | 4.34 | 4.95 |
| Sovereign | 4.24 | 11.61 |
| Healthcare | 6.01 | 5.51 |
| Materials | 0.51 | 1.96 |
| Insurance | 3.33 | 2.43 |
| Chemicals | - | 2.54 |
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