ITI Balanced Advantage Fund (G) Mutual fund

ITI Balanced Advantage Fund (G)

Q: How to Invest in ITI Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is ITI Balanced Advantage Fund good?

The ITI Balanced Advantage Fund has an AUM of ₹382.77 Cr as on 4/21/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.37%. The risk is Moderately High against the category average of 38.12.

Q: Is ITI Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of ITI Balanced Advantage Fund?

There is no lock-in period applicable on ITI Balanced Advantage Fund.

Q: What is the expense ratio of ITI Balanced Advantage Fund?

The expense ratio of ITI Balanced Advantage Fund is 2.37%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹13.98

Expense Ratio

2.37%

Min SIP

₹500

Fund Size

₹383Cr

Min Investment

₹5.00K

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Scheme Information Document

Exit load: 10% of the units allotted may be redeemed without any exit load, on or before completion of 3 months from the date of allotment of units. Any redemption in excess of such limit in the first 3 months from the date of allotment shall be subject to the following exit load. 1% if redeemed or switched out on or before completion of 3 months from the date of allotment of units; Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Fund Performance

Alpha

0.77%

Beta

0.51

Sharpe Ratio

0.3695

Risk

7.66%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

ITI Balanced Advantage Fund (G) FAQs

Q1. How to Invest in ITI Balanced Advantage Fund through Rupeezy?

Q2. Is ITI Balanced Advantage Fund good?

Q3. Is ITI Balanced Advantage Fund tax free?

Q4. What is the lock-in period of ITI Balanced Advantage Fund?

Q5. What is the expense ratio of ITI Balanced Advantage Fund?

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