ITI Balanced Advantage Fund Regular vs DSP Dynamic Asset Allocation Fund compare
ITI Balanced Advantage Fund Regular - Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart 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 | 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% |
| 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% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.04% | 10.66% |
| 3 Year | 26.26% | 25.37% |
| 5 Year | 33.52% | 35.46% |
| 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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| 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 |
| 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 |
| Small Cap | 4.42 | 2.82 |
| Mid Cap | 3.99 | 4.68 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | - |
| Energy | 8.06 | 2.02 |
| Financial | 32.89 | 13.6 |
| Sovereign | 4.24 | 14.87 |
| Services | 8.43 | -0.01 |
| Technology | 4.34 | 1.1 |
| Communication | 6.98 | 0.84 |
| Healthcare | 6.01 | 0.89 |
| Consumer Discretionary | 3.02 | 1.19 |
| Capital Goods | 1.93 | 0.98 |
| Insurance | 3.33 | - |
| Construction | 1.48 | 0.34 |
| Metals & Mining | 1.15 | 1.03 |
| Automobile | 0 | 2.78 |
| Consumer Staples | 0.53 | 2.36 |
| Materials | 0.51 | 1.94 |
| Chemicals | - | 0 |
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