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Quant Dynamic Asset Allocation Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
| 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) | ₹378 Cr | ₹1274 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 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 | 2.37 | 2.12 |
| Manager | Vikrant Mehta | Sanjeev Sharma |
| ISIN Code | INF00XX01655 | INF966L01BO9 |
| 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 | Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.39% | -1.58% |
| 6 Month | -4.66% | -13.93% |
| 1 Year | 1.37% | -3.39% |
| 3 Year | 8.48% | - |
| 5 Year | 7.74% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.67% | -8.32% |
| 1 Year | -6.07% | -18.14% |
| 3 Year | 8.94% | - |
| 5 Year | 9.05% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.49% | 52.56% |
| 3 Year | 10.1% | - |
| 5 Year | 6.27% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.494% | - |
| Sharp | 0.221% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 35.81934 | 35.6039 |
| Large Cap | 54.60246 | 56.57925 |
| Mid Cap | 4.68293 | 3.93947 |
| Small Cap | 4.89526 | 3.8774 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 34.86709 | 34.43142 |
| Communication Services | 3.81497 | - |
| Energy | 5.19119 | 13.32763 |
| Industrials | 4.18504 | 7.51969 |
| Technology | 8.85642 | - |
| Basic Materials | 4.99277 | - |
| Financial Services | 23.68751 | 22.19705 |
| Healthcare | 3.621 | 5.11195 |
| Consumer Cyclical | 5.95565 | 8.40171 |
| Consumer Defensive | 2.65074 | 9.01057 |
| Real Estate | 0.32495 | - |
| Utilities | 1.85266 | - |
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