DSP Dynamic Asset Allocation Fund vs Axis Balanced Advantage Fund compare

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	Moderately High	Very High
Asset Size (Cr)	₹3212 Cr	₹2547 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	2.01
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

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	0.4%	1.2%
6 Month	3.69%	5.36%
1 Year	13.33%	18.86%
3 Year	9.84%	12.26%
5 Year	10.21%	12.28%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.87%	14.35%
3 Year	13.32%	17.2%
5 Year	11.55%	14.68%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.51%	7.63%
3 Year	8.42%	9.65%
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	-0.53999999999999	18.35
Large Cap	48.53	53.62
Mid Cap	9.66	8.15
Small Cap	8.41	6.52

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	-0.53999999999999	18.35
Petroleum Products	2.46	4.54
IT - Software	3.29	6.38
Pharmaceuticals & Biotechnology	2.2	4.91
Construction	2.16	2.97
Banks	17.56	14.48
Diversified FMCG	1.92	0.66
Non - Ferrous Metals	0.91	0.77
Agricultural, Commercial & Construction Vehicles	0.38	-
Leisure Services	0.43	0.56
Consumer Durables	2.53	0.22
Aerospace & Defense	1.66	0.99
Cement & Cement Products	1.07	1.08
Ferrous Metals	0.31	0.19
Fertilizers & Agrochemicals	0.27	0.8
Realty	0.73	0.45
Chemicals & Petrochemicals	0.7	1.32
Insurance	1.58	2.9
Industrial Manufacturing	0.51	1.45
Automobiles	2.2	5.31
Finance	4.9	4.42
Telecom - Services	1.66	2.46
Gas	0.1	0.14
Industrial Products	1.1	0.71
Diversified Metals	1.03	0.46
Oil	0.51	0.54
Power	3.89	2.35
Metals & Minerals Trading	4	-
Food Products	0.72	0.04
Consumable Fuels	0.9	0.87
Personal Products	0.48	0.77
Minerals & Mining	0.77	-
Transport Services	0.25	0.03
Retailing	0.15	0.65
Transport Infrastructure	1.23	-
Capital Markets	0.05	0.02
Auto Components	0.83	0.45
Beverages	1.16	0.53
Healthcare Services	-	1.63
Electrical Equipment	-	0.79
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Household Products	-	0.73