DSP Dynamic Asset Allocation Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 0.64% 1.37%
6 Month 7.83% 11.9%
1 Year 25.95% 21.35%
3 Year 12.18% 10.18%
5 Year - 11.48%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 8.19% 9.47%
3 Year 19.99% 20.56%
5 Year 29.14% 32.56%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 13.18% 8.46%
3 Year 10.39% 8.42%
5 Year - 8.01%

Risk Management

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%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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

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