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

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - 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 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) ₹402 Cr ₹3503 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 -0.12% -
6 Month 6.31% 7.09%
1 Year 3.43% 6.04%
3 Year 11.33% 11.11%
5 Year 10.94% 10.64%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 1.3% 2.07%
1 Year 2.41% 6.91%
3 Year 9.87% 11.76%
5 Year 9.63% 10.42%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.21% 8.85%
3 Year 10.25% 8.71%
5 Year 10.85% 8.29%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 7.32% 5.71%
Sharp 0.65% 0.82%
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 44.33 34.3
Large Cap 40.57 52.51
Small Cap 9.31 7.74
Mid Cap 5.79 5.45

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 39.93 33.64
Energy 4.29 7.44
Technology 7.09 3.02
Consumer Cyclical 9.74 6.11
Industrials 2.62 7.43
Financial Services 22.41 21.97
Healthcare 3.17 3.07
Consumer Defensive 1.39 4.03
Utilities 2.82 5.04
Basic Materials 3.28 5.47
Communication Services 3.26 1.83
Real Estate - 0.96

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