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
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹382 Cr | ₹1350 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 | 2.1 |
| 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 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.94% | -4.11% |
| 6 Month | -1.41% | -10.28% |
| 1 Year | 6.39% | 4.78% |
| 3 Year | 7.85% | - |
| 5 Year | 6.33% | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.3% | -2.4% |
| 3 Year | 13.16% | - |
| 5 Year | 11.65% | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.77% | 55.72% |
| 3 Year | 10.27% | - |
| 5 Year | - | - |
| 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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| 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 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 15.23 | 26.42 |
| Large Cap | 58.44 | 65.83 |
| Small Cap | 3.87 | 5.79 |
| Mid Cap | 3.53 | 1.96 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 15.23 | 26.42 |
| Telecom - Services | 3.76 | - |
| Petroleum Products | 4.6 | 9.44 |
| Electrical Equipment | 2.78 | - |
| IT - Software | 7.25 | - |
| Construction | 1.38 | 6.97 |
| Non - Ferrous Metals | 0.83 | - |
| Banks | 14.36 | - |
| Pharmaceuticals & Biotechnology | 2.75 | 1.96 |
| Ferrous Metals | 0.81 | - |
| Automobiles | 2.06 | - |
| Insurance | 4.66 | 15.35 |
| Diversified FMCG | 2.36 | 14.27 |
| Agricultural Food & other Products | 0.46 | - |
| Realty | 0.35 | - |
| Consumer Durables | 1.86 | - |
| Industrial Products | 3.33 | - |
| Finance | 0.97 | 12.68 |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | - |
| Cement & Cement Products | 0.99 | - |
| Power | 4.45 | - |
| Retailing | 1.86 | - |
| Capital Markets | 1.09 | - |
| Commercial Services & Supplies | - | 2.17 |
| Food Products | - | 4.3 |
| Auto Components | - | 6.44 |
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