Nippon India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹369 Cr | ₹8282 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2019 | 15 Nov 2004 |
| 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 Index |
| Turn Over | % | 334% |
| Expense Ratio | 2.36 | 1.76 |
| Manager | Vikrant Mehta | Ashutosh Bhargava |
| ISIN Code | INF00XX01655 | INF204K01596 |
| 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 12 months./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | -1.97% | -2.94% |
| 6 Month | 6.28% | 5.97% |
| 1 Year | 21.22% | 20.05% |
| 3 Year | 8.44% | 10.59% |
| 5 Year | - | 12.49% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.79% | 13.47% |
| 3 Year | 13.82% | 15.27% |
| 5 Year | - | 14.39% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 13.31% | 14.38% |
| 3 Year | 10.37% | 11.8% |
| 5 Year | - | 12.32% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 7.14% | 6.21% |
| Sharp | 0.66% | 0.7% |
| Beta | 0.76% | 0.87% |
| Alpha | 1.36% | 2.66% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Vikrant Mehta | Ashutosh Bhargava |
| Total AUM | ₹698 Cr | ₹121448 Cr |
| Fund Manage | 8 | 12 |
| ITI Balanced Advantage Fund Regular - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 37.92 | 24.97 |
| Large Cap | 53.68 | 50.08 |
| Mid Cap | 3.99 | 10.11 |
| Small Cap | 4.42 | 2.14 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 17.11 | 11.62 |
| Financial | 32.89 | 27.5 |
| Communication | 6.98 | 4.27 |
| Capital Goods | 1.93 | 3.94 |
| Services | 8.43 | 1.66 |
| Consumer Staples | 0.53 | 6.86 |
| Construction | 1.48 | 2.11 |
| Automobile | 0 | 5 |
| Energy | 8.06 | 6.09 |
| Consumer Discretionary | 3.02 | 0.56 |
| Metals & Mining | 1.15 | 2.52 |
| Technology | 4.34 | 5.05 |
| Sovereign | 4.24 | 6.38 |
| Healthcare | 6.01 | 1.79 |
| Materials | 0.51 | 0.86 |
| Insurance | 3.33 | - |
| Textiles | - | 0.6 |
| Diversified | - | 0.49 |
Top Comparisons
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns12.22%
Quant Focused Fund-Growth
3Y Returns16.22%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns12.46%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns22.65%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns0%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns14.14%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.54%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.61%