|Min SIP Amount||₹500|
|NAV||₹9.14 (21 Jan 2021)|
|Fund Started||30 Dec 2019|
|Fund Size||₹202 Cr|
|Reliance Industries Ltd.||Energy||NCD||10.5%|
|Housing Development Finance Corpn. Ltd.||Financial||Debenture||10.5%|
|Reliance Industries Ltd.||Energy||Equity||7.6%|
|National Thermal Power Corp. Ltd.||Energy||Equity||3.2%|
|Hindustan Unilever Ltd.||FMCG||Equity||3.0%|
|ICICI Bank Ltd.||Financial||Equity||3.0%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.7%|
|Coal India Ltd.||Energy||Equity||2.0%|
ITI Balanced Advantage Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 30 Dec 2019. Pradeep Gokhale is the Current Fund Manager of ITI Balanced Advantage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹202 Cr and the Latest NAV as of 21 Jan 2021 is ₹9.14.
The ITI Balanced Advantage Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
The Scheme seeks 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.