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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| 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 | 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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