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

ITI Balanced Advantage Fund Regular - Growth

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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	Moderately High	Very High
Asset Size (Cr)	₹382 Cr	₹2268 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	10 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	2.37	2.01
Manager	Vikrant Mehta	Ritika Behera
ISIN Code	INF00XX01655	INF194KA1UE8
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	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.34%	2.15%
6 Month	4.57%	4.64%
1 Year	13.57%	15.06%
3 Year	8.73%	9.26%
5 Year	-	10.97%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	8.89%	12.47%
3 Year	13.7%	13.46%
5 Year	-	12.1%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	13.31%	8.89%
3 Year	10.37%	8.51%
5 Year	-	8.42%

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	15.23	-21.01
Large Cap	58.44	64.36
Small Cap	3.87	8.27
Mid Cap	3.53	9.73

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	15.23	-21.01
Telecom - Services	3.76	3.83
Petroleum Products	4.6	3.2
Electrical Equipment	2.78	1.73
IT - Software	7.25	9.6
Construction	1.38	2.69
Non - Ferrous Metals	0.83	-
Banks	14.36	14.55
Pharmaceuticals & Biotechnology	2.75	4.45
Ferrous Metals	0.81	0.85
Automobiles	2.06	4.93
Insurance	4.66	1.42
Diversified FMCG	2.36	2.42
Agricultural Food & other Products	0.46	-
Realty	0.35	1.43
Consumer Durables	1.86	0.64
Industrial Products	3.33	-
Finance	0.97	8.63
Financial Technology (Fintech)	1.35	1.02
Metals & Minerals Trading	1	-
Healthcare Services	0.53	2.19
Cement & Cement Products	0.99	1.03
Power	4.45	1.74
Retailing	1.86	4.71
Capital Markets	1.09	0.92
Auto Components	-	1.27
Industrial Manufacturing	-	0.37
Personal Products	-	1.39
Transport Services	-	0.78
Gas	-	0.53
Beverages	-	2.55
Diversified Metals	-	1.19
Oil	-	0.29
Entertainment	-	0.1
Aerospace & Defense	-	0.59
Food Products	-	0.11
Chemicals & Petrochemicals	-	0.37
Fertilizers & Agrochemicals	-	0.47
Leisure Services	-	0.37