DSP Dynamic Asset Allocation Fund vs Axis Balanced Advantage Fund compare

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

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tortoise-icon Axis Balanced Advantage 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 DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Fund DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹3184 Cr ₹1979 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Feb 2014 07 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 429% 24%
Expense Ratio 1.94 2.09
Manager Laukik Bagwe Hardik Shah
ISIN Code INF740K01K57 INF846K01A52
Exits Load Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 2.48% 3.73%
6 Month 9.9% 13.43%
1 Year 20.89% 28.38%
3 Year 9.93% 13.96%
5 Year 11% 12.5%

SIP Return Analysis

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 9.47% 12.57%
3 Year 20.56% 26.75%
5 Year 32.56% 41.86%

Rolling Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 10.66% 12.56%
3 Year 25.37% 32.12%
5 Year 35.46% 45.81%

Risk Management

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 6.3% 7.39%
Sharp 0.43% 0.84%
Beta 0.73% 0.95%
Alpha 0.41% 3.27%

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Fund Managers

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Name Laukik Bagwe Hardik Shah
Total AUM ₹12579 Cr ₹0 Cr
Fund Manage 10 12
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Large Cap 33.1 51.36
Others 3.33 35.88
Mid Cap 4.68 7.43
Small Cap 2.82 5.34

Sector Allocation

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Financial 13.6 28.95
Sovereign 14.87 11.61
Services -0.01 1.28
Materials 1.94 1.96
Automobile 2.78 6.85
Energy 2.02 7.6
Consumer Staples 2.36 3.53
Metals & Mining 1.03 1.01
Technology 1.1 4.95
Capital Goods 0.98 4.12
Healthcare 0.89 5.51
Communication 0.84 4.05
Consumer Discretionary 1.19 -
Construction 0.34 3.68
Chemicals 0 2.54
Others - 9.94
Insurance - 2.43

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