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)	₹3532 Cr	₹3591 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	1.72%	2.48%
6 Month	5.02%	4.23%
1 Year	6.85%	6.24%
3 Year	12.17%	14.03%
5 Year	10.46%	12.93%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	2.61%	3%
1 Year	10.33%	10.04%
3 Year	11.93%	13.61%
5 Year	10.62%	12.57%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.73%	8.43%
3 Year	8.75%	10.68%
5 Year	8.36%	10.45%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	5.69%	7.49%
Sharp	0.91%	0.93%
Beta	0.75%	1.06%
Alpha	1.37%	1.60%

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	34.43	35.01
Large Cap	55.81	56.65
Small Cap	7.21	2.51
Mid Cap	2.55	5.84

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	33.84	29.95
Energy	7.66	6.86
Technology	3.09	8.14
Industrials	6	7.02
Financial Services	25.47	22.29
Consumer Defensive	4.03	4.2
Basic Materials	4.58	3.67
Healthcare	2.87	5.28
Consumer Cyclical	5.54	6.85
Utilities	5.18	2.34
Communication Services	1.73	2.02
Real Estate	-	1.37