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 | Moderately High | Moderately High |
| Asset Size (Cr) | ₹382 Cr | ₹3212 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 06 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 | 2.37 | 1.93 |
| Manager | Vikrant Mehta | Laukik Bagwe |
| ISIN Code | INF00XX01655 | INF740K01K57 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.4% | 0.24% |
| 6 Month | 4.59% | 3.3% |
| 1 Year | 14.03% | 13.68% |
| 3 Year | 8.77% | 9.85% |
| 5 Year | - | 10.18% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.89% | 10.87% |
| 3 Year | 13.7% | 13.32% |
| 5 Year | - | 11.55% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.77% | 8.51% |
| 3 Year | 10.27% | 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% |
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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 | 15.23 | -0.53999999999999 |
| Large Cap | 58.44 | 48.53 |
| Small Cap | 3.87 | 8.41 |
| Mid Cap | 3.53 | 9.66 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.23 | -0.53999999999999 |
| Telecom - Services | 3.76 | 1.66 |
| Petroleum Products | 4.6 | 2.46 |
| Electrical Equipment | 2.78 | - |
| IT - Software | 7.25 | 3.29 |
| Construction | 1.38 | 2.16 |
| Non - Ferrous Metals | 0.83 | 0.91 |
| Banks | 14.36 | 17.56 |
| Pharmaceuticals & Biotechnology | 2.75 | 2.2 |
| Ferrous Metals | 0.81 | 0.31 |
| Automobiles | 2.06 | 2.2 |
| Insurance | 4.66 | 1.58 |
| Diversified FMCG | 2.36 | 1.92 |
| Agricultural Food & other Products | 0.46 | - |
| Realty | 0.35 | 0.73 |
| Consumer Durables | 1.86 | 2.53 |
| Industrial Products | 3.33 | 1.1 |
| Finance | 0.97 | 4.9 |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | 4 |
| Healthcare Services | 0.53 | - |
| Cement & Cement Products | 0.99 | 1.07 |
| Power | 4.45 | 3.89 |
| Retailing | 1.86 | 0.15 |
| Capital Markets | 1.09 | 0.05 |
| Agricultural, Commercial & Construction Vehicles | - | 0.38 |
| Leisure Services | - | 0.43 |
| Aerospace & Defense | - | 1.66 |
| Fertilizers & Agrochemicals | - | 0.27 |
| Chemicals & Petrochemicals | - | 0.7 |
| Industrial Manufacturing | - | 0.51 |
| Gas | - | 0.1 |
| Diversified Metals | - | 1.03 |
| Oil | - | 0.51 |
| Food Products | - | 0.72 |
| Consumable Fuels | - | 0.9 |
| Personal Products | - | 0.48 |
| Minerals & Mining | - | 0.77 |
| Transport Services | - | 0.25 |
| Transport Infrastructure | - | 1.23 |
| Auto Components | - | 0.83 |
| Beverages | - | 1.16 |
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