Aditya Birla Sun Life Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Moderate
Asset Size (Cr)	₹7239 Cr	₹3186 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	06 Feb 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate Index
Turn Over	240%	429%
Expense Ratio	1.8	1.93
Manager	Lovelish Solanki	Laukik Bagwe
ISIN Code	INF084M01AB8	INF740K01K57
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	1.3%	1.19%
6 Month	3.48%	2.72%
1 Year	8.64%	8.61%
3 Year	14.94%	13.67%
5 Year	15.48%	11.81%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	5.96%	4.3%
1 Year	10.07%	8.49%
3 Year	13.8%	12.84%
5 Year	12.73%	10.99%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	11.28%	8.91%
3 Year	11.48%	8.61%
5 Year	11.23%	8.19%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	6.2%	6.718%
Sharp	0.96%	0.446%
Beta	1%	-
Alpha	1.01%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name	Lovelish Solanki	Laukik Bagwe
Total AUM	₹14756 Cr	₹12579 Cr
Funds Managed	2	10
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	26.23	33.2
Large Cap	51.42	50.33
Mid Cap	16.21	6.96
Small Cap	4.68	9.5

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	22.03	33.18
Telecom - Services	1.8	-
Petroleum Products	4.74	-
Electrical Equipment	1.39	-
IT - Software	5.61	-
Cement & Cement Products	2.04	-
Personal Products	2.18	-
Construction	1.44	-
Finance	4.16	-
Retailing	2.88	-
Banks	15.59	-
Pharmaceuticals & Biotechnology	3.7	-
Non - Ferrous Metals	1.61	-
Realty	2.58	-
Healthcare Services	0.89	-
Aerospace & Defense	0.36	-
Auto Components	3.28	-
Ferrous Metals	1.58	-
Transport Infrastructure	2.02	-
Automobiles	1.67	-
Industrial Products	1.81	-
Insurance	3.04	-
Diversified FMCG	1.04	-
Consumer Durables	1.65	-
Diversified Metals	0.69	-
Oil	0.58	-
Power	2.36	-
Fertilizers & Agrochemicals	0.66	-
Leisure Services	0.58	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.27	-
Minerals & Mining	0.54	-
Transport Services	0.65	-
Chemicals & Petrochemicals	0.75	-
Beverages	2.24	-
Energy	-	7.21
Technology	-	3.18
Healthcare	-	2.45
Industrials	-	7.16
Financial Services	-	24.4
Consumer Defensive	-	3.94
Basic Materials	-	7.04
Consumer Cyclical	-	4.82
Communication Services	-	1.8
Utilities	-	4.47
Real Estate	-	0.37