Quant Dynamic Asset Allocation Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowQuant Dynamic Asset Allocation Fund Regular - Growth
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹1201 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 12 Apr 2023 |
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 | % | % |
Expense Ratio | 2.36 | 2.13 |
Manager | Vikrant Mehta | Sanjeev Sharma |
ISIN Code | INF00XX01655 | INF966L01BO9 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 1%, if redeemed within 15 days./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Month | 0.64% | -0.29% |
6 Month | 7.83% | 16.01% |
1 Year | 25.95% | 57.63% |
3 Year | 12.18% | - |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 23.37% |
3 Year | 19.99% | 30.96% |
5 Year | 29.14% | 30.96% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 11.04% | 31.81% |
3 Year | 26.26% | 32.71% |
5 Year | 33.52% | 32.71% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.14% | - |
Sharp | 0.66% | - |
Beta | 0.76% | - |
Alpha | 1.36% | - |
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Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Name | Vikrant Mehta | Sanjeev Sharma |
Total AUM | ₹698 Cr | ₹39731 Cr |
Fund Manage | 8 | 22 |
ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 37.92 | 41.02 |
Large Cap | 53.68 | 51.64 |
Mid Cap | 3.99 | 3.23 |
Small Cap | 4.42 | 4.12 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Others | 17.11 | 26.83 |
Financial | 32.89 | 25.39 |
Communication | 6.98 | - |
Capital Goods | 1.93 | - |
Services | 8.43 | 6.82 |
Consumer Staples | 0.53 | 7.02 |
Construction | 1.48 | - |
Automobile | 0 | 3.23 |
Energy | 8.06 | 18.26 |
Consumer Discretionary | 3.02 | - |
Metals & Mining | 1.15 | 2.77 |
Technology | 4.34 | - |
Sovereign | 4.24 | - |
Healthcare | 6.01 | - |
Materials | 0.51 | 2.15 |
Insurance | 3.33 | 6.52 |
Textiles | - | 1.02 |
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