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Kotak Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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) | ₹16649 Cr | ₹3186 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 | 2.2% | 1.82% |
| 6 Month | 2.48% | 3.78% |
| 1 Year | 11.32% | 11.29% |
| 3 Year | 12.85% | 12.68% |
| 5 Year | 15.04% | 12.62% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.93% | 2.46% |
| 1 Year | 3.5% | 4.76% |
| 3 Year | 11.42% | 11.86% |
| 5 Year | 11.09% | 10.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.85% | 8.91% |
| 3 Year | 11.38% | 8.61% |
| 5 Year | 11.87% | 8.19% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.209% | 6.718% |
| Sharp | 0.403% | 0.446% |
| 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 | 33.82 | 33.2 |
| Large Cap | 50.18 | 50.33 |
| Mid Cap | 10.11 | 6.96 |
| Small Cap | 5.89 | 9.5 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.99 | 33.18 |
| Communication Services | 2.42 | 1.8 |
| Energy | 4.49 | 7.21 |
| Industrials | 8.3 | 7.16 |
| Technology | 9.8 | 3.18 |
| Healthcare | 3.72 | 2.45 |
| Financial Services | 15.04 | 24.4 |
| Consumer Defensive | 4.48 | 3.94 |
| Basic Materials | 6.4 | 7.04 |
| Real Estate | 1.74 | 0.37 |
| Utilities | 2.61 | 4.47 |
| Consumer Cyclical | 8.03 | 4.82 |
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