ITI Balanced Advantage Fund Regular vs ICICI Prudential Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹369 Cr | ₹58543 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 01 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | % | 16% |
| Expense Ratio | 2.36 | 1.47 |
| Manager | Vikrant Mehta | Sharmila D'mello |
| ISIN Code | INF00XX01655 | INF109K01BH2 |
| 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 30% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 0.64% | 2.68% |
| 6 Month | 7.83% | 10.12% |
| 1 Year | 25.95% | 22.93% |
| 3 Year | 12.18% | 13.72% |
| 5 Year | - | 15.07% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.19% | 9.74% |
| 3 Year | 19.99% | 24.56% |
| 5 Year | 29.14% | 44.49% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 11.04% | 14.04% |
| 3 Year | 26.26% | 34.6% |
| 5 Year | 33.52% | 46.27% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 7.14% | 4.42% |
| Sharp | 0.66% | 1.46% |
| Beta | 0.76% | 0.59% |
| Alpha | 1.36% | 4.31% |
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| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Vikrant Mehta | Sharmila D'mello |
| Total AUM | ₹698 Cr | ₹354743 Cr |
| Fund Manage | 8 | 35 |
| ITI Balanced Advantage Fund Regular - Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 37.92 | 20.3 |
| Large Cap | 53.68 | 53.94 |
| Small Cap | 4.42 | 0.42 |
| Mid Cap | 3.99 | 4.87 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 17.11 | 17.86 |
| Energy | 8.06 | 4.88 |
| Financial | 32.89 | 12.79 |
| Sovereign | 4.24 | 12.61 |
| Services | 8.43 | 0.29 |
| Technology | 4.34 | 4.16 |
| Communication | 6.98 | 2.98 |
| Healthcare | 6.01 | 2.52 |
| Consumer Discretionary | 3.02 | 0.71 |
| Capital Goods | 1.93 | 0.8 |
| Insurance | 3.33 | 0.12 |
| Construction | 1.48 | 2.71 |
| Metals & Mining | 1.15 | 0.4 |
| Automobile | 0 | 10.24 |
| Consumer Staples | 0.53 | 3.44 |
| Materials | 0.51 | 1.78 |
| Chemicals | - | 1.24 |
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