TrackMyNetWorth logoTrackMyNetWorth

ITI Balanced Advantage Fund - Direct Plan - IDCW Option

ITI Mutual FundOpen Ended SchemesHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Current NAV

13.4931

0.10% (1D)

As on 03-06-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month-0.28%Absolute
3 Months-1.44%Absolute
6 Months-6.72%Absolute
1 Year-4.55%CAGR
3 Years+4.81%CAGR
5 Years+5.3%CAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About ITI Balanced Advantage Fund - Direct Plan - IDCW Option

ITI Balanced Advantage Fund - Direct Plan - IDCW Option is managed by ITI Mutual Fund. It is classified as a Open Ended Schemes scheme under the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.

The fund's current Net Asset Value (NAV) is 13.4931 as of 03-06-2026. NAV represents the per-unit market value of the fund and is calculated at the end of each business day.

Over the past year, the fund has delivered a return of -4.55% (CAGR). The 5-year annualized return stands at +5.3%.

Fund Details

  • Fund HouseITI Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code147788
  • ISIN (Growth)INF00XX01697
  • ISIN (Div.)INF00XX01705

📈 SIP Returns Calculator

See how your monthly SIP in this fund would have performed historically.

Calculate SIP Returns →
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAV and returns shown are historical and do not guarantee future performance.