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 | 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 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.83% | 1.37% |
6 Month | 12.11% | 11.9% |
1 Year | 22.16% | 21.35% |
3 Year | 11.79% | 10.18% |
5 Year | 14.31% | 11.48% |
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% |
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% |
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 | 0.86% | 0.52% |
Beta | 0.83% | 0.74% |
Alpha | 1.84% | -0.02% |
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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 | 23.54 | 3.33 |
Large Cap | 47.16 | 33.1 |
Mid Cap | 7.19 | 4.68 |
Small Cap | 3.17 | 2.82 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 18.04 | - |
Financial | 19.29 | 13.6 |
Energy | 6.43 | 2.02 |
Sovereign | 6.39 | 14.87 |
Technology | 4.01 | 1.1 |
Construction | 2.06 | 0.34 |
Consumer Staples | 5.1 | 2.36 |
Automobile | 4.27 | 2.78 |
Communication | 4.11 | 0.84 |
Healthcare | 2.88 | 0.89 |
Metals & Mining | 1.68 | 1.03 |
Materials | 2.42 | 1.94 |
Consumer Discretionary | 1.45 | 1.19 |
Capital Goods | 1.95 | 0.98 |
Diversified | 0.45 | - |
Services | 0.28 | -0.01 |
Chemicals | 0.25 | 0 |
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