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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) | ₹399 Cr | ₹3690 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 | 0.74% | 0.58% |
| 6 Month | 2.56% | 4.03% |
| 1 Year | 4.09% | 8.02% |
| 3 Year | 11.75% | 12.72% |
| 5 Year | 10.48% | 9.4% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.92% | 2.27% |
| 1 Year | 8.57% | 9.72% |
| 3 Year | 9.68% | 11.4% |
| 5 Year | 9.68% | 10.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.81% | 8.55% |
| 3 Year | 10.58% | 8.84% |
| 5 Year | 10.98% | 8.48% |
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 | 0.71% | 1.08% |
| Beta | 0.95% | 0.77% |
| Alpha | 0.43% | 2.35% |
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 | 35.95 | 36.55 |
| Large Cap | 44.97 | 54.96 |
| Small Cap | 9.37 | 6.1 |
| Mid Cap | 9.71 | 2.39 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.41 | 32.06 |
| Energy | 6.52 | 6.08 |
| Technology | 10.06 | 5.73 |
| Consumer Cyclical | 7.96 | 5.4 |
| Industrials | 3.4 | 6.31 |
| Financial Services | 24.87 | 27.29 |
| Healthcare | 5.55 | 2.45 |
| Consumer Defensive | 0.51 | 4.04 |
| Utilities | 1.33 | 4.91 |
| Basic Materials | 5.58 | 4.15 |
| Communication Services | 4.34 | 1.6 |
| Real Estate | 1.46 | - |
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