ITI Balanced Advantage Fund-Reg(G)
View the direct plan of this scheme
Rs 14.119 -0.0567(-0.4 %) NAV as on 22 May 2025
Prime Rating:
2
Prime Recommendation:
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Fund type:
Hybrid
AUM (in crores):
₹ 390.85
Fund category:
Balanced Advantage
Fund manager(s):
Rajesh Bhatia, Laukik Bagwe, Rohan Korde, Vasav Sahgal
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹
5000
Launch date:
31 Dec 2019
Min. additional investment:
₹ 1000
Expense ratio:
2.37 %
Exit load:
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M
Scheme Objective: 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.
Performance (As on 22 May 2025)
Performance data is not available for this scheme.