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

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ITI Balanced Advantage Fund Regular - Growth

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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	Moderate
Asset Size (Cr)	₹378 Cr	₹3186 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	3.25%	3.69%
6 Month	-3.27%	0.6%
1 Year	5.01%	11.97%
3 Year	9.62%	10.75%
5 Year	10.79%	12.08%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	0.21%	2.51%
1 Year	0.04%	6.47%
3 Year	10.77%	12.71%
5 Year	10.15%	10.91%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	13.11%	8.72%
3 Year	10.01%	8.5%
5 Year	6.18%	8.08%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.494%	6.718%
Sharp	0.221%	0.446%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	35.82	33.2
Large Cap	54.6	50.33
Mid Cap	4.68	6.96
Small Cap	4.9	9.5

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	34.87	33.18
Communication Services	3.81	1.8
Energy	5.19	7.21
Industrials	4.19	7.16
Technology	8.86	3.18
Basic Materials	4.99	7.04
Financial Services	23.69	24.4
Healthcare	3.62	2.45
Consumer Cyclical	5.96	4.82
Consumer Defensive	2.65	3.94
Real Estate	0.32	0.37
Utilities	1.85	4.47