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DSP Dynamic Asset Allocation Fund vs ITI Balanced Advantage Fund Regular 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) | ₹394 Cr | ₹3489 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 | -0.15% | 0.26% |
| 6 Month | 7.27% | 5.71% |
| 1 Year | 1.44% | 4.28% |
| 3 Year | 12.38% | 12.04% |
| 5 Year | 10.96% | 10.55% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.28% | 1.3% |
| 1 Year | 7% | 8.11% |
| 3 Year | 10.23% | 11.45% |
| 5 Year | 9.82% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.73% | 8.73% |
| 3 Year | 10.37% | 8.75% |
| 5 Year | 10.91% | 8.36% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.26% | 5.67% |
| Sharp | 0.67% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
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 | 42.4 | 34.09 |
| Large Cap | 42.86 | 54.89 |
| Small Cap | 6.53 | 7.28 |
| Mid Cap | 8.22 | 3.75 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 38.82 | 33.43 |
| Energy | 3.36 | 7.38 |
| Technology | 10.57 | 3.76 |
| Consumer Cyclical | 11.35 | 5.4 |
| Industrials | 2.62 | 6.84 |
| Financial Services | 20.24 | 24.88 |
| Healthcare | 2.89 | 3 |
| Consumer Defensive | 0.47 | 4.22 |
| Utilities | 2.86 | 5.08 |
| Basic Materials | 2.87 | 4.51 |
| Communication Services | 3.96 | 1.51 |
| Real Estate | - | 0 |
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