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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.07% | -0.48% |
| 6 Month | -6.1% | -2.74% |
| 1 Year | 3.13% | 10.42% |
| 3 Year | 8.35% | 10.25% |
| 5 Year | 8.71% | 10.84% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.67% | -1.98% |
| 1 Year | -6.07% | 1.11% |
| 3 Year | 8.94% | 10.79% |
| 5 Year | 9.05% | 9.86% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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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 | 35.82 | 33.2 |
| Large Cap | 54.6 | 50.33 |
| Mid Cap | 4.68 | 6.96 |
| Small Cap | 4.9 | 9.5 |
Sector Allocation
| 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 |
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