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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) | ₹17678 Cr | ₹3454 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 | -1.65% | -0.2% |
| 6 Month | 4.66% | 5.07% |
| 1 Year | 3.34% | 5.5% |
| 3 Year | 11.96% | 11.26% |
| 5 Year | 12.35% | 10.85% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.5% | 2.97% |
| 1 Year | 7.03% | 8.02% |
| 3 Year | 12.12% | 12.57% |
| 5 Year | 11.49% | 10.9% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.55% | 8.85% |
| 3 Year | 11.46% | 8.71% |
| 5 Year | 12.04% | 8.29% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.26% | 6.43% |
| Sharp | 1.02% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
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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 | 32.1 | 33.87 |
| Large Cap | 50.58 | 50.9 |
| Mid Cap | 11.46 | 6.36 |
| Small Cap | 5.86 | 8.87 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.3 | 33.14 |
| Communication Services | 3.21 | 1.97 |
| Energy | 5.76 | 7.94 |
| Industrials | 9.8 | 7.47 |
| Technology | 7.95 | 2.79 |
| Basic Materials | 7.06 | 6.15 |
| Healthcare | 3.7 | 2.84 |
| Financial Services | 16.5 | 21.52 |
| Consumer Defensive | 3.96 | 4.06 |
| Real Estate | 1.83 | 1.04 |
| Utilities | 2.58 | 5.07 |
| Consumer Cyclical | 8.34 | 6.01 |
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