Quant Dynamic Asset Allocation Fund Regular vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹395 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	2.57%	2.29%
6 Month	3.08%	5.86%
1 Year	6.61%	1.78%
3 Year	13.24%	-
5 Year	11.44%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	6.25%	9.19%
1 Year	9.16%	9.22%
3 Year	13%	-
5 Year	11.42%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.89%	42.79%
3 Year	10.04%	-
5 Year	8.23%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.31%	-
Sharp	0.68%	-
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	35.82	35.6
Large Cap	54.6	56.58
Mid Cap	4.68	3.94
Small Cap	4.9	3.88

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	34.87	34.43
Communication Services	3.81	-
Energy	5.19	13.33
Industrials	4.19	7.52
Technology	8.86	-
Basic Materials	4.99	-
Financial Services	23.69	22.2
Healthcare	3.62	5.11
Consumer Cyclical	5.96	8.4
Consumer Defensive	2.65	9.01
Real Estate	0.32	-
Utilities	1.85	-