DSP Dynamic Asset Allocation Fund vs Aditya Birla Sun Life Balanced Advantage 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)	₹8371 Cr	₹3532 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	2.37%	1.8%
6 Month	5.59%	5.11%
1 Year	8.24%	6.88%
3 Year	12.96%	12.21%
5 Year	13.81%	10.55%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.66%	2.61%
1 Year	12.43%	10.33%
3 Year	12.67%	11.93%
5 Year	11.92%	10.62%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	11.08%	8.73%
3 Year	11.55%	8.75%
5 Year	11.4%	8.36%

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%	5.69%
Sharp	0.9%	0.91%
Beta	0.13%	0.75%
Alpha	5.98%	1.37%

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	26.46	34.43
Large Cap	39.15	55.81
Mid Cap	11.14	2.55
Small Cap	9.27	7.21

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	12.72	33.84
Telecom - Services	1.19	-
Petroleum Products	2.82	-
IT - Software	8.3	-
Construction	1.53	-
Finance	4.78	-
Pharmaceuticals & Biotechnology	2.96	-
Non - Ferrous Metals	1.38	-
Insurance	3.27	-
Banks	16.13	-
Realty	3.2	-
Healthcare Services	0.65	-
Electrical Equipment	0.85	-
Auto Components	3.55	-
Cement & Cement Products	1.11	-
Chemicals & Petrochemicals	1.5	-
Automobiles	2.18	-
Personal Products	1.96	-
Agricultural Food & other Products	0.62	-
Industrial Products	1.58	-
IT - Services	0.05	-
Diversified FMCG	0.99	-
Consumer Durables	2.32	-
Transport Infrastructure	1.16	-
Retailing	1.11	-
Beverages	1.59	-
Diversified Metals	0.69	-
Oil	0.42	-
Power	2.21	-
Fertilizers & Agrochemicals	1.08	-
Capital Markets	0.45	-
Ferrous Metals	1.49	-
Leisure Services	0.18	-
Energy	-	7.66
Technology	-	3.09
Industrials	-	6
Financial Services	-	25.47
Consumer Defensive	-	4.03
Basic Materials	-	4.58
Healthcare	-	2.87
Consumer Cyclical	-	5.54
Utilities	-	5.18
Communication Services	-	1.73