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DSP Dynamic Asset Allocation Fund vs Axis Balanced Advantage Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹3186 Cr | ₹2652 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Feb 2014 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 429% | 24% |
| Expense Ratio | 1.93 | 2 |
| Manager | Laukik Bagwe | Hardik Shah |
| ISIN Code | INF740K01K57 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.87% | 2.14% |
| 6 Month | 1.28% | 0.39% |
| 1 Year | 12.33% | 14.41% |
| 3 Year | 11.14% | 13.77% |
| 5 Year | 12.86% | 14.54% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.51% | 1.72% |
| 1 Year | 6.47% | 5.13% |
| 3 Year | 12.71% | 15.19% |
| 5 Year | 10.91% | 13.32% |
Rolling Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.72% | 8.22% |
| 3 Year | 8.5% | 9.95% |
| 5 Year | 8.08% | 8.8% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.718% | 8.096% |
| Sharp | 0.446% | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Laukik Bagwe | Hardik Shah |
| Total AUM | ₹12579 Cr | ₹0 Cr |
| Funds Managed | 10 | 12 |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.2 | 34.05 |
| Large Cap | 50.33 | 56.4 |
| Mid Cap | 6.96 | 5.5 |
| Small Cap | 9.5 | 4.04 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.18 | 32.81 |
| Energy | 7.21 | 7.7 |
| Technology | 3.18 | 6.58 |
| Healthcare | 2.45 | 5.99 |
| Industrials | 7.16 | 5.28 |
| Financial Services | 24.4 | 21.88 |
| Consumer Defensive | 3.94 | 2.51 |
| Basic Materials | 7.04 | 3.97 |
| Consumer Cyclical | 4.82 | 7.77 |
| Communication Services | 1.8 | 3.08 |
| Utilities | 4.47 | 1.99 |
| Real Estate | 0.37 | 0.43 |
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