ITI Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

ITI Balanced Advantage Fund Regular - Growth

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HDFC Balanced Advantage Fund - Growth Plan

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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	Moderately High	Very High
Asset Size (Cr)	₹382 Cr	₹94866 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.34%	1.09%
6 Month	4.57%	1.89%
1 Year	13.57%	17.75%
3 Year	8.73%	22.12%
5 Year	-	19.89%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	14.58%	15.57%
3 Year	15.56%	24.73%
5 Year	-	24.68%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	13.31%	18.18%
3 Year	10.37%	15.79%
5 Year	-	14.82%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	7.14%	9.4%
Sharp	0.66%	1.72%
Beta	0.76%	0.99%
Alpha	1.36%	11.94%

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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
Fund Manage	8	12
	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	15.23	46.37
Large Cap	58.44	54.24
Small Cap	3.87	7.04
Mid Cap	3.53	6.84

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	15.23	46.37
Telecom - Services	3.76	2.55
Petroleum Products	4.6	4.95
Electrical Equipment	2.78	0.68
IT - Software	7.25	4.29
Construction	1.38	4.24
Non - Ferrous Metals	0.83	0.12
Banks	14.36	18.34
Pharmaceuticals & Biotechnology	2.75	4.04
Ferrous Metals	0.81	0.49
Automobiles	2.06	3.27
Insurance	4.66	0.84
Diversified FMCG	2.36	2.77
Agricultural Food & other Products	0.46	0.04
Realty	0.35	1.36
Consumer Durables	1.86	0.31
Industrial Products	3.33	0.34
Finance	0.97	4.25
Financial Technology (Fintech)	1.35	0.05
Metals & Minerals Trading	1	0.1
Healthcare Services	0.53	0.23
Cement & Cement Products	0.99	0.19
Power	4.45	4.23
Retailing	1.86	0.03
Capital Markets	1.09	0.1
Industrial Manufacturing	-	1.49
Transport Services	-	0.53
Agricultural, Commercial & Construction Vehicles	-	0.65
Leisure Services	-	0.06
Aerospace & Defense	-	1.44
Personal Products	-	0.01
Gas	-	0.78
Diversified Metals	-	0.02
Oil	-	0.26
Food Products	-	0.08
Entertainment	-	0.11
Auto Components	-	0.88
Chemicals & Petrochemicals	-	0.37
Transport Infrastructure	-	0.87
Consumable Fuels	-	2.66
Minerals & Mining	-	0.01
Fertilizers & Agrochemicals	-	0.09