Aditya Birla Sun Life Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon DSP Dynamic Asset Allocation 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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

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