Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Invest Now

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) ₹378 Cr ₹3186 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 1.63% 1.66%
6 Month 1.09% 4.1%
1 Year 5.55% 11.35%
3 Year 11.65% 12.92%
5 Year 11.99% 13.03%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 2.66% 4.27%
1 Year 3.77% 9%
3 Year 11.66% 13.4%
5 Year 10.53% 11.25%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 13.11% 8.72%
3 Year 10.01% 8.5%
5 Year 6.18% 8.08%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 7.494% 6.718%
Sharp 0.221% 0.446%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 35.82 33.2
Large Cap 54.6 50.33
Mid Cap 4.68 6.96
Small Cap 4.9 9.5

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 34.87 33.18
Communication Services 3.81 1.8
Energy 5.19 7.21
Industrials 4.19 7.16
Technology 8.86 3.18
Basic Materials 4.99 7.04
Financial Services 23.69 24.4
Healthcare 3.62 2.45
Consumer Cyclical 5.96 4.82
Consumer Defensive 2.65 3.94
Real Estate 0.32 0.37
Utilities 1.85 4.47

Top Comparisons

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

ITI Focused Equity Fund Regular - Growth ITI Focused Equity Fund Regular - Growth

3Y Returns0%

VS

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns17.27%

Compare Now

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns8.17%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.85%

Compare Now

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns22.11%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns16.12%

Compare Now
Add to Cart Successfully