- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Balanced Advantage Fund Regular vs DSP Dynamic Asset Allocation Fund 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) | ₹399 Cr | ₹3690 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 | 1.16% | 0.49% |
| 6 Month | 2.74% | 4.03% |
| 1 Year | 4.93% | 8.49% |
| 3 Year | 12% | 12.95% |
| 5 Year | 10.65% | 9.45% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.67% | 1.67% |
| 1 Year | 7.11% | 9.01% |
| 3 Year | 9.58% | 11.37% |
| 5 Year | 9.62% | 10.49% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.81% | 8.55% |
| 3 Year | 10.58% | 8.84% |
| 5 Year | 10.98% | 8.48% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.19% | 6.3% |
| Sharp | 0.59% | 1.08% |
| Beta | 0.96% | 0.77% |
| Alpha | -0.20% | 2.35% |
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 | 35.95 | 36.55 |
| Large Cap | 44.97 | 54.96 |
| Small Cap | 9.37 | 6.1 |
| Mid Cap | 9.71 | 2.39 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.41 | 32.06 |
| Energy | 6.52 | 6.08 |
| Technology | 10.06 | 5.73 |
| Consumer Cyclical | 7.96 | 5.4 |
| Industrials | 3.4 | 6.31 |
| Financial Services | 24.87 | 27.29 |
| Healthcare | 5.55 | 2.45 |
| Consumer Defensive | 0.51 | 4.04 |
| Utilities | 1.33 | 4.91 |
| Basic Materials | 5.58 | 4.15 |
| Communication Services | 4.34 | 1.6 |
| Real Estate | 1.46 | - |
Top Comparisons
Kotak Medium Term Fund - Growth
3Y Returns7.93%
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.85%
ICICI Prudential MidCap Fund - Growth
3Y Returns24.78%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.97%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns19.13%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns21.1%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.64%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.26%
