- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
SWP Mutual Fund Plan Your Wealth with Our SWP Feature
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹378 Cr | ₹94251 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 11 Sep 2000 |
| 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 | % | 21.38% |
| Expense Ratio | 2.37 | 1.35 |
| Manager | Vikrant Mehta | Anil Bamboli |
| ISIN Code | INF00XX01655 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 3.07% | 4.83% |
| 6 Month | -5.67% | -5.19% |
| 1 Year | 4.19% | 8.6% |
| 3 Year | 9.16% | 19.83% |
| 5 Year | 12.8% | 27% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | -1.1% | -0.67% |
| 1 Year | -1.21% | -1.24% |
| 3 Year | 10.69% | 17.99% |
| 5 Year | 10.14% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.11% | 18.17% |
| 3 Year | 10.01% | 15.89% |
| 5 Year | 6.18% | 14.91% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 7.494% | 9.701% |
| Sharp | 0.221% | 1.207% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Name | Vikrant Mehta | Anil Bamboli |
| Total AUM | ₹698 Cr | ₹135442 Cr |
| Funds Managed | 8 | 12 |
| ITI Balanced Advantage Fund Regular - Growth | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 35.82 | 45.54 |
| Large Cap | 54.6 | 52.58 |
| Mid Cap | 4.68 | 6.45 |
| Small Cap | 4.9 | 6.1 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 34.87 | 43.92 |
| Communication Services | 3.81 | 2.71 |
| Energy | 5.19 | 7.4 |
| Industrials | 4.19 | 8.87 |
| Technology | 8.86 | 5.37 |
| Basic Materials | 4.99 | 2 |
| Financial Services | 23.69 | 22.36 |
| Healthcare | 3.62 | 4.17 |
| Consumer Cyclical | 5.96 | 5.5 |
| Consumer Defensive | 2.65 | 2.65 |
| Real Estate | 0.32 | 1.44 |
| Utilities | 1.85 | 4.3 |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Franklin Build India Fund Growth Plan
3Y Returns27.96%
HSBC Infrastructure Fund - Regular Growth
3Y Returns23.23%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns23.84%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.81%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.12%
