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ITI Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Nilay Dalal

21 Aug 26 | 12:00 AM

12.17 0.02 (0.18%)

  • Underperforms

    0.19%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -5.62%

  • Less Volatile

    0.52%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.15%

  • Inconsistent

    2/12

    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 (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -5.62% (CAGR difference)

0.19%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Aug 2025

Risk

In last 1 year , the volatility of ITI Balanced Advantage Fund (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.15%

0.52%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% 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, 40 Stocks beating the benchmark 5 Stocks not beating the benchmark

View Stock Composition