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 Very High Moderately High
Asset Size (Cr) ₹7267 Cr ₹3186 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 05 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 1.79 1.95
Manager Lovelish Solanki Laukik Bagwe
ISIN Code INF084M01AB8 INF740K01K57
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 1% if units in excess of 10% are redeemed within 12 months/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 0.84% 1.37%
6 Month 12.62% 11.9%
1 Year 24.29% 21.35%
3 Year 12.11% 10.18%
5 Year 14.18% 11.48%

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 10.37% 9.47%
3 Year 23.8% 20.56%
5 Year 42.23% 32.56%

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 13.79% 10.66%
3 Year 32.93% 25.37%
5 Year 45.24% 35.46%

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 0.78% 0.52%
Beta 0.89% 0.74%
Alpha 2.26% -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 23.54 3.33
Large Cap 47.16 33.1
Mid Cap 7.19 4.68
Small Cap 3.17 2.82

Sector Allocation

Scheme Name

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

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 18.04 -
Capital Goods 1.95 0.98
Financial 19.29 13.6
Consumer Staples 5.1 2.36
Automobile 4.27 2.78
Materials 2.42 1.94
Healthcare 2.88 0.89
Energy 6.43 2.02
Consumer Discretionary 1.45 1.19
Metals & Mining 1.68 1.03
Technology 4.01 1.1
Communication 4.11 0.84
Services 0.28 -0.01
Construction 2.06 0.34
Sovereign 6.39 14.87
Chemicals 0.25 6.9388939039072E-17
Diversified 0.45 -

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