Which has the lower expense ratio, HDFC Balanced Advantage Fund - Growth Plan or ITI Balanced Advantage Fund - Direct Plan - Growth Option?

HDFC Balanced Advantage Fund - Growth Plan's expense ratio is 0.78% versus ITI Balanced Advantage Fund - Direct Plan - Growth Option's 1.59%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Balanced Advantage Fund - Growth Plan and ITI Balanced Advantage Fund - Direct Plan - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

HDFC Balanced Advantage Fund - Growth Plan vs ITI Balanced Advantage Fund - Direct Plan - Growth Option

Q: HDFC Balanced Advantage Fund - Growth Plan vs ITI Balanced Advantage Fund - Direct Plan - Growth Option — which has given better returns?

HDFC Balanced Advantage Fund - Growth Plan has a 1-year return of -2.61% versus ITI Balanced Advantage Fund - Direct Plan - Growth Option's -1.1%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Balanced Advantage Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

ITI Balanced Advantage Fund - Direct Plan - Growth Option

ITI Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric	HDFC Balanced Advantag...	ITI Balanced Advantage...
NAV	₹546.11	₹15.92
Star Rating	★★★★★	★★★
Expense Ratio	0.78%	1.59%
AUM	₹107,295 Cr	₹348 Cr
1M Return	-4.22%	-2.63%
3M Return	-3.6%	-1.63%
6M Return	+2.84%	+3.33%
1Y Return	-2.61%	-1.1%
3Y CAGR	+9.94%	+8.34%
5Y CAGR	+13.17%	+7.39%
Risk Level	—	—
Fund Manager	Srinivas Rao Ravuri	Pradeep Gokhale

View Fund A View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds