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
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹3186 Cr | ₹2323 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Feb 2014 | 07 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 | 1.95 | 2.03 |
| Manager | Laukik Bagwe | Hardik Shah |
| ISIN Code | INF740K01K57 | INF846K01A52 |
| Exits Load | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.37% | 1.45% |
| 6 Month | 11.9% | 14.11% |
| 1 Year | 21.35% | 30.3% |
| 3 Year | 10.18% | 13.03% |
| 5 Year | 11.48% | 13.14% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.47% | 12.57% |
| 3 Year | 20.56% | 26.75% |
| 5 Year | 32.56% | 41.86% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.46% | 7.55% |
| 3 Year | 8.42% | 9.68% |
| 5 Year | 8.01% | 8.02% |
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.3% | 7.39% |
| Sharp | 0.52% | 0.89% |
| Beta | 0.74% | 0.98% |
| Alpha | -0.02% | 2.31% |
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| 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 |
| Fund Manage | 10 | 12 |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.33 | 35.88 |
| Large Cap | 33.1 | 51.36 |
| Mid Cap | 4.68 | 7.43 |
| Small Cap | 2.82 | 5.34 |
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Energy | 2.02 | 7.6 |
| Healthcare | 0.89 | 5.51 |
| Metals & Mining | 1.03 | 1.01 |
| Financial | 13.6 | 28.95 |
| Construction | 0.34 | 3.68 |
| Consumer Discretionary | 1.19 | - |
| Chemicals | 6.9388939039072E-17 | 2.54 |
| Consumer Staples | 2.36 | 3.53 |
| Materials | 1.94 | 1.96 |
| Services | -0.01 | 1.28 |
| Automobile | 2.78 | 6.85 |
| Capital Goods | 0.98 | 4.12 |
| Communication | 0.84 | 4.05 |
| Sovereign | 14.87 | 11.61 |
| Technology | 1.1 | 4.95 |
| Others | - | 9.94 |
| Insurance | - | 2.43 |
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