DSP Dynamic Asset Allocation Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowDSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹369 Cr | ₹3186 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2019 | 05 Feb 2014 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open-ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
Turn Over | % | 429% |
Expense Ratio | 2.36 | 1.95 |
Manager | Vikrant Mehta | Laukik Bagwe |
ISIN Code | INF00XX01655 | INF740K01K57 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.78% | -1.74% |
6 Month | 4.42% | 6.96% |
1 Year | 18.83% | 18.6% |
3 Year | 8.44% | 9.27% |
5 Year | - | 10.21% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 11.79% | 16.04% |
3 Year | 13.82% | 14.34% |
5 Year | - | 12.07% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.31% | 8.51% |
3 Year | 10.37% | 8.42% |
5 Year | - | 8.01% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.14% | 6.3% |
Sharp | 0.66% | 0.52% |
Beta | 0.76% | 0.74% |
Alpha | 1.36% | -0.02% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Vikrant Mehta | Laukik Bagwe |
Total AUM | ₹698 Cr | ₹12579 Cr |
Fund Manage | 8 | 10 |
ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 37.92 | 3.33 |
Large Cap | 53.68 | 33.1 |
Mid Cap | 3.99 | 4.68 |
Small Cap | 4.42 | 2.82 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 17.11 | - |
Financial | 32.89 | 13.6 |
Communication | 6.98 | 0.84 |
Capital Goods | 1.93 | 0.98 |
Services | 8.43 | -0.01 |
Consumer Staples | 0.53 | 2.36 |
Construction | 1.48 | 0.34 |
Automobile | 0 | 2.78 |
Energy | 8.06 | 2.02 |
Consumer Discretionary | 3.02 | 1.19 |
Metals & Mining | 1.15 | 1.03 |
Technology | 4.34 | 1.1 |
Sovereign | 4.24 | 14.87 |
Healthcare | 6.01 | 0.89 |
Materials | 0.51 | 1.94 |
Insurance | 3.33 | - |
Chemicals | - | 6.9388939039072E-17 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns4.72%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns5.82%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns16.68%
Quant Flexi Cap Fund-Growth
3Y Returns17.52%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.27%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns14.09%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns11.77%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns13.14%