Aditya Birla Sun Life Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowDSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹7427 Cr | ₹3212 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 23 May 2000 | 06 Feb 2014 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 50+50 Moderate Index |
Turn Over | 240% | 429% |
Expense Ratio | 1.8 | 1.93 |
Manager | Lovelish Solanki | Laukik Bagwe |
ISIN Code | INF084M01AB8 | INF740K01K57 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.58% | 0.4% |
6 Month | 2.79% | 3.69% |
1 Year | 14.19% | 13.33% |
3 Year | 11.41% | 9.84% |
5 Year | 12.49% | 10.21% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.57% | 10.87% |
3 Year | 13.95% | 13.32% |
5 Year | 13.62% | 11.55% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.31% | 8.51% |
3 Year | 11.5% | 8.42% |
5 Year | 11.04% | 8.01% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 6.2% | 6.3% |
Sharp | 0.68% | 0.52% |
Beta | 0.91% | 0.74% |
Alpha | 2.11% | -0.02% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Lovelish Solanki | Laukik Bagwe |
Total AUM | ₹14756 Cr | ₹12579 Cr |
Fund Manage | 2 | 10 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | -0.81 | -0.53999999999999 |
Large Cap | 56.11 | 48.53 |
Mid Cap | 9.42 | 9.66 |
Small Cap | 7.86 | 8.41 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | -0.81 | -0.53999999999999 |
Telecom - Services | 2.73 | 1.66 |
Petroleum Products | 4.63 | 2.46 |
Electrical Equipment | 1.36 | - |
IT - Software | 7.01 | 3.29 |
Cement & Cement Products | 1.46 | 1.07 |
Personal Products | 1.71 | 0.48 |
Construction | 2.62 | 2.16 |
Banks | 13.5 | 17.56 |
Diversified FMCG | 2.84 | 1.92 |
Pharmaceuticals & Biotechnology | 3.26 | 2.2 |
Non - Ferrous Metals | 1.31 | 0.91 |
Realty | 2.93 | 0.73 |
Healthcare Services | 1.27 | - |
Aerospace & Defense | 0.44 | 1.66 |
Auto Components | 2.51 | 0.83 |
Ferrous Metals | 0.78 | 0.31 |
Automobiles | 2.73 | 2.2 |
Finance | 4.47 | 4.9 |
Insurance | 1.24 | 1.58 |
Industrial Products | 0.47 | 1.1 |
Consumer Durables | 1.89 | 2.53 |
Transport Infrastructure | 2.27 | 1.23 |
Retailing | 1.47 | 0.15 |
Diversified Metals | 0.28 | 1.03 |
Oil | 0.66 | 0.51 |
Power | 3.16 | 3.89 |
Fertilizers & Agrochemicals | 0.3 | 0.27 |
Metals & Minerals Trading | 0.46 | 4 |
Consumable Fuels | 0.94 | 0.9 |
Minerals & Mining | 0.46 | 0.77 |
Transport Services | 0.68 | 0.25 |
Chemicals & Petrochemicals | 0.44 | 0.7 |
Leisure Services | 0.31 | 0.43 |
Beverages | 0.8 | 1.16 |
Agricultural, Commercial & Construction Vehicles | - | 0.38 |
Industrial Manufacturing | - | 0.51 |
Gas | - | 0.1 |
Food Products | - | 0.72 |
Capital Markets | - | 0.05 |
Top Comparisons
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns20.02%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns19.77%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns18.31%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns35.41%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns11.79%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns11.92%