ITI Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 20 of 34

NAV · Direct-Growth

₹15.92-0.15-0.93%

As of 1 Oct 2026 · AMFI

NAV growth-1.1%

Oct ’25Oct ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Patchy

positive in 4 of 7 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-1.3%

-4.0 vs cat

3Y CAGR

+8.6%

-0.6 vs cat

5Y CAGR

+7.3%

-0.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.2%

3Y std dev

Go deeper on ITI Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

ITI Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.ITI Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

ITI Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from ITI. Long-run track record: about 7.3% CAGR over 5 years. Worst historical drawdown: -34% in Mar 2020, recovered in 14 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF00XX01689

NAV (Direct-Growth)

₹15.9224

Last 1Y

-1.10%

Oct 25Min ₹15.33 · Max ₹16.79 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-33.6%

Peak ₹10.33 on 24 Jan 2020 → trough ₹6.86 on 23 Mar 2020 (2 months down).

Recovered in 14 months· 31 May 2021

Jun 2022

-10.1%

Peak ₹11.67 on 18 Oct 2021 → trough ₹10.49 on 17 Jun 2022 (8 months down).

Recovered in 12 months· 29 May 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.65%	-1.86%	40/ 41
1M	-3.32%	-3.39%	16/ 41
3M	-1.97%	-2.64%	12/ 41
6M	+3.08%	+7.63%	30/ 41
YTD	-4.43%	+0.17%	32/ 40
1Y	-1.29%	+2.71%	29/ 40
2Y	+0.36%	+1.91%	28/ 39
3Y	+8.62%	+9.26%	20/ 34
5Y	+7.32%	+7.90%	18/ 24

Available plans & options

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