ITI Balanced Advantage Fund - Direct (IDCW)

ITI Balanced Advantage Fund - Direct (IDCW)

LowEquityHybrid
Not Rated
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Scheme Details

0.5%

Expense Ratio

₹382 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
19.6%
10.27%
-%
9.07%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
ITI Balanced Advantage Fund - Direct (IDCW)
19.6%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
NetCAOthers
17.27%
TREPS
12.57%
HDFC Bank
6.59%
ICICI Bank
6.31%
Maruti Suzuki
6.06%

Fund Manager

G
George Heber Joseph
P
Pradeep Gokhale