ITI Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

ITI Balanced Advantage Fund Regular - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹369 Cr	₹2265 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	31 Dec 2019	05 Oct 2014
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	1.94
Manager	Vikrant Mehta	Ritika Behera
ISIN Code	INF00XX01655	INF194KA1UE8
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 1 year./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	0.64%	1.53%
6 Month	7.83%	11.93%
1 Year	25.95%	21.27%
3 Year	12.18%	9.75%
5 Year	-	12.4%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	8.19%	8.96%
3 Year	19.99%	19.58%
5 Year	29.14%	33.63%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	11.04%	11.44%
3 Year	26.26%	26.27%
5 Year	33.52%	36.2%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	7.14%	6.89%
Sharp	0.66%	0.48%
Beta	0.76%	0.84%
Alpha	1.36%	-0.51%

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Vikrant Mehta	Ritika Behera
Total AUM	₹698 Cr	₹43013 Cr
Fund Manage	8	19
	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	37.92	-16.01
Large Cap	53.68	62.25
Mid Cap	3.99	9.03
Small Cap	4.42	6.73

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	17.11	-16.88
Financial	32.89	-
Communication	6.98	-
Capital Goods	1.93	-
Services	8.43	-
Consumer Staples	0.53	-
Construction	1.48	2.72
Automobile	0	-
Energy	8.06	-
Consumer Discretionary	3.02	-
Metals & Mining	1.15	-
Technology	4.34	-
Sovereign	4.24	-
Healthcare	6.01	-
Materials	0.51	-
Insurance	3.33	1.18
Automobiles	-	5.83
Telecom - Services	-	4.16
Petroleum Products	-	4.12
IT - Software	-	7.54
Cement & Cement Products	-	1.18
Ferrous Metals	-	1.22
Finance	-	9.41
Retailing	-	3.56
Diversified FMCG	-	2.62
Non - Ferrous Metals	-	0.55
Banks	-	13.15
Pharmaceuticals & Biotechnology	-	3.1
Auto Components	-	1.38
Industrial Manufacturing	-	0.36
Electrical Equipment	-	2.31
Personal Products	-	2.31
Transport Services	-	0.55
Gas	-	0.58
Beverages	-	1.93
Oil	-	0.56
Entertainment	-	0.4
Aerospace & Defense	-	0.63
Realty	-	1.7
Consumer Durables	-	0.67
Minerals & Mining	-	0.76
Food Products	-	0.39
Fertilizers & Agrochemicals	-	0.4
Chemicals & Petrochemicals	-	0.29
Power	-	1.66
Leisure Services	-	0.36
Healthcare Services	-	0.77
Financial Technology (Fintech)	-	0.53