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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
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) | ₹394 Cr | ₹3532 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.41% | 1.8% |
| 6 Month | 5.66% | 5.11% |
| 1 Year | 4.84% | 6.88% |
| 3 Year | 11.68% | 12.21% |
| 5 Year | 11.4% | 10.55% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.13% | 0.76% |
| 1 Year | 4.12% | 6.67% |
| 3 Year | 8.8% | 10.7% |
| 5 Year | 9.03% | 9.89% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.73% | 8.73% |
| 3 Year | 10.37% | 8.75% |
| 5 Year | 10.91% | 8.36% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.24% | 5.69% |
| Sharp | 0.66% | 0.91% |
| Beta | 0.96% | 0.75% |
| Alpha | -0.12% | 1.37% |
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 |
| Funds Managed | 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 | 43.84 | 34.43 |
| Large Cap | 42.99 | 55.81 |
| Small Cap | 6.96 | 7.21 |
| Mid Cap | 6.22 | 2.55 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.93 | 33.84 |
| Energy | 4.59 | 7.66 |
| Technology | 7.86 | 3.09 |
| Consumer Cyclical | 9.97 | 5.54 |
| Industrials | 3.72 | 6 |
| Financial Services | 20.69 | 25.47 |
| Healthcare | 2.96 | 2.87 |
| Consumer Defensive | 0.5 | 4.03 |
| Utilities | 2.91 | 5.18 |
| Basic Materials | 2.98 | 4.58 |
| Communication Services | 3.91 | 1.73 |
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