DSP Dynamic Asset Allocation Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart 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 Guidance
| 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 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.9%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.9%
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
3Y Returns5.78%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.11%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.54%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.13%
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option
3Y Returns14.54%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns0%