DSP Dynamic Asset Allocation Fund vs Axis Balanced Advantage Fund compare

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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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	Moderate	Very High
Asset Size (Cr)	₹3690 Cr	₹3810 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	06 Feb 2014	01 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	1.93	2
Manager	Laukik Bagwe	Hardik Shah
ISIN Code	INF740K01K57	INF846K01A52
Exits Load	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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.13%	-0.41%
6 Month	3.49%	2.47%
1 Year	8.32%	6.51%
3 Year	12.64%	14.63%
5 Year	9.43%	11.77%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	2.27%	2.5%
1 Year	9.72%	9.43%
3 Year	11.4%	12.67%
5 Year	10.54%	12.26%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.55%	7.93%
3 Year	8.84%	10.9%
5 Year	8.48%	10.7%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	5.69%	7.47%
Sharp	0.93%	0.90%
Beta	0.76%	1.06%
Alpha	1.74%	1.82%

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
Funds Managed	10	12
	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	36.55	35.01
Large Cap	54.96	57.06
Small Cap	6.1	2.77
Mid Cap	2.39	5.16

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	32.06	28.65
Energy	6.08	6.73
Technology	5.73	9.23
Industrials	6.31	7.6
Financial Services	27.29	21.62
Consumer Defensive	4.04	4.69
Basic Materials	4.15	3.51
Healthcare	2.45	5.03
Consumer Cyclical	5.4	7.12
Utilities	4.91	2.18
Communication Services	1.6	2.15
Real Estate	-	1.5