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

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

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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 Risk	Moderate Risk
Asset Size (Cr)	₹7239 Cr	₹3186 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	-1.46%	-0.89%
6 Month	-3.72%	-1.23%
1 Year	8.2%	9.85%
3 Year	10.57%	9.57%
5 Year	11.67%	9.2%

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	0.34%	3.63%
3 Year	11.02%	11.2%
5 Year	11.84%	10.28%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	11.51%	8.72%
3 Year	11.47%	8.5%
5 Year	11.12%	8.08%

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%	6.604%
Sharp	0.57%	0.507%
Beta	0.92%	-
Alpha	1.49%	-

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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

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