Plan: OPEN | Option: Growth | Nilay Dalal

27 Oct 26 | 12:00 AM

13.46 0.09 (0.64%)

  • Underperforms

    -9.29%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -5.89%

  • Less Volatile

    0.57%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.12%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year ITI Balanced Advantage Fund (G), has underperformed its benchmark, Hybrid - Equity Oriented by -5.89% (CAGR difference)

-9.29%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of ITI Balanced Advantage Fund (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.12%

0.57%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 42 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition