ITI Balanced Advantage Fund - Regular - Growth
9.44 %
( 3 Years Returns )
Past NAV Performance
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Fund Details
Risk | High Risk | Minimum SIP Amount | ₹ 0.0 |
NAV | 14.2318 ( 29-Nov-2024) | Minimum Investment | ₹ 5000.0 |
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Peer Performance
Fund | 3 Yr Return | 5 Yr Return |
Nippon India Multi Asset Fund - Regular - Growth | 15.60 % | 0.00 % |
Tata Multi Asset Opportunities Fund - Regular - Growth | 13.51 % | 0.00 % |
SBI Balanced Advantage Fund - Regular - Growth | 13.31 % | 0.00 % |
Union Hybrid Equity Fund - Regular - Growth | 11.72 % | 0.00 % |
ITI Balanced Advantage Fund - Regular - Growth | 9.44 % | 0.00 % |
Additional Details
The investment objective of the Scheme is to seek capital appreciation by investing in equity and equity related securities and fixed income instruments.The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation.However, there can be no assurance that the investment objective of the scheme will be realized.
Basic Details
Fund House | ITI Mutual Fund |
Inception Date | 30 Dec 2019 |
Fund Category | Dynamic/Asset Allocation |
Fund Type | Open Ended |
Investment Plan | Growth |
Risk Category | High Risk | AUM | ₹192.2576Cr |
Investment Details
Minimum Investment | ₹5000.0 |
Minimum Addl Investment | ₹1000.0 |
SIP Allowed | Y |
Min SIP amount | ₹0.0 |
Exit Load | None |
Contact Details
Fund Manager | George Heber Joseph,Pradeep Gokhale |