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Quant Dynamic Asset Allocation Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
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) | ₹408 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.41% | -3.4% |
| 6 Month | 3.61% | 3.97% |
| 1 Year | 0.94% | -7.17% |
| 3 Year | 11.11% | - |
| 5 Year | 10.5% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.07% | 3.8% |
| 1 Year | 2.66% | 2.58% |
| 3 Year | 10.09% | - |
| 5 Year | 9.74% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.21% | 30.29% |
| 3 Year | 10.25% | - |
| 5 Year | 10.85% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.23% | - |
| Sharp | 0.86% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 37.93 | 34.8 |
| Large Cap | 47.57 | 56.39 |
| Small Cap | 8.76 | 4.3 |
| Mid Cap | 5.73 | 4.51 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 32.92 | 30.94 |
| Energy | 6.46 | 0 |
| Industrials | 2.64 | 2.5 |
| Technology | 11.02 | - |
| Consumer Cyclical | 9.37 | 12.9 |
| Financial Services | 23.8 | 29.11 |
| Healthcare | 3.11 | 5.87 |
| Consumer Defensive | 1.39 | 7.08 |
| Utilities | 2.24 | 8.59 |
| Basic Materials | 3.68 | - |
| Communication Services | 3.37 | - |
| Real Estate | - | 3.01 |
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