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DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderate |
| Asset Size (Cr) | ₹17874 Cr | ₹3690 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 285.96% | 429% |
| Expense Ratio | 1.66 | 1.93 |
| Manager | Harsha Upadhyaya | Laukik Bagwe |
| ISIN Code | INF174KA1186 | INF740K01K57 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.76% | -0.13% |
| 6 Month | 1.93% | 3.67% |
| 1 Year | 3.25% | 6.99% |
| 3 Year | 11.51% | 12.31% |
| 5 Year | 10.55% | 9.39% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.6% | 2.46% |
| 1 Year | 9.76% | 10.88% |
| 3 Year | 10.56% | 11.68% |
| 5 Year | 10.56% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.94% | 8.58% |
| 3 Year | 11.54% | 8.81% |
| 5 Year | 11.93% | 8.45% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.05% | 6.3% |
| Sharp | 0.68% | 1.08% |
| Beta | 0.99% | 0.77% |
| Alpha | 0.24% | 2.35% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Laukik Bagwe |
| Total AUM | ₹139411 Cr | ₹12579 Cr |
| Funds Managed | 11 | 10 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.76 | 36.55 |
| Large Cap | 48.49 | 54.96 |
| Mid Cap | 11.38 | 2.39 |
| Small Cap | 6.36 | 6.1 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.86 | 32.06 |
| Communication Services | 3.07 | 1.6 |
| Energy | 5.6 | 6.08 |
| Industrials | 7.82 | 6.31 |
| Technology | 9.24 | 5.73 |
| Basic Materials | 6.29 | 4.15 |
| Healthcare | 3.36 | 2.45 |
| Financial Services | 18.76 | 27.29 |
| Consumer Defensive | 3.36 | 4.04 |
| Consumer Cyclical | 8.76 | 5.4 |
| Real Estate | 1.64 | - |
| Utilities | 2.23 | 4.91 |
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