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 | 10.66% | 12.56% |
3 Year | 25.37% | 32.12% |
5 Year | 35.46% | 45.81% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 33.1 | 51.36 |
Others | 3.33 | 35.88 |
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 |
---|---|---|
Financial | 13.6 | 28.95 |
Sovereign | 14.87 | 11.61 |
Services | -0.01 | 1.28 |
Materials | 1.94 | 1.96 |
Automobile | 2.78 | 6.85 |
Energy | 2.02 | 7.6 |
Consumer Staples | 2.36 | 3.53 |
Metals & Mining | 1.03 | 1.01 |
Technology | 1.1 | 4.95 |
Capital Goods | 0.98 | 4.12 |
Healthcare | 0.89 | 5.51 |
Communication | 0.84 | 4.05 |
Consumer Discretionary | 1.19 | - |
Construction | 0.34 | 3.68 |
Chemicals | 0 | 2.54 |
Others | - | 9.94 |
Insurance | - | 2.43 |
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