DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak 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) | ₹16752 Cr | ₹3212 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Aug 2018 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 285.96% | 429% |
| Expense Ratio | 1.65 | 1.93 |
| Manager | Harsha Upadhyaya | Laukik Bagwe |
| ISIN Code | INF174KA1186 | INF740K01K57 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.6% | -0.69% |
| 6 Month | -0.58% | 1.16% |
| 1 Year | 11.22% | 11.37% |
| 3 Year | 10.17% | 9.39% |
| 5 Year | 11.31% | 9.83% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.2% | 7.52% |
| 3 Year | 12.39% | 12.35% |
| 5 Year | 12.23% | 10.94% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.19% | 8.51% |
| 3 Year | 11.44% | 8.42% |
| 5 Year | 11.76% | 8.01% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.45% | 6.3% |
| Sharp | 0.94% | 0.52% |
| Beta | 0.76% | 0.74% |
| Alpha | 2.13% | -0.02% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Laukik Bagwe |
| Total AUM | ₹139411 Cr | ₹12579 Cr |
| Fund Manage | 11 | 10 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | -0.53999999999999 |
| Large Cap | 42.17 | 48.53 |
| Mid Cap | 8.62 | 9.66 |
| Small Cap | 5.6 | 8.41 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.66 | -0.53999999999999 |
| Telecom - Services | 1.66 | 1.66 |
| Petroleum Products | 3.23 | 2.46 |
| Industrial Products | 1.67 | 1.1 |
| IT - Software | 8.36 | 3.29 |
| Pharmaceuticals & Biotechnology | 1.28 | 2.2 |
| Construction | 1.98 | 2.16 |
| Banks | 10.23 | 17.56 |
| Diversified FMCG | 2.81 | 1.92 |
| Non - Ferrous Metals | 0.54 | 0.91 |
| Cement & Cement Products | 0.95 | 1.07 |
| Ferrous Metals | 0.05 | 0.31 |
| Realty | 1.2 | 0.73 |
| Power | 1.71 | 3.89 |
| Automobiles | 3.08 | 2.2 |
| Personal Products | 0.79 | 0.48 |
| Transport Services | 1.39 | 0.25 |
| Finance | 1.8 | 4.9 |
| Gas | 0.77 | 0.1 |
| Fertilizers & Agrochemicals | 1.06 | 0.27 |
| Consumer Durables | 0.95 | 2.53 |
| Electrical Equipment | 0.52 | - |
| Diversified Metals | -0.01 | 1.03 |
| Agricultural, Commercial & Construction Vehicles | 0.21 | 0.38 |
| Oil | 0.42 | 0.51 |
| Aerospace & Defense | 0.44 | 1.66 |
| Auto Components | 3.07 | 0.83 |
| Chemicals & Petrochemicals | 0.87 | 0.7 |
| Retailing | 1.63 | 0.15 |
| Financial Technology (Fintech) | 0.64 | - |
| Metals & Minerals Trading | 0 | 4 |
| Healthcare Services | 0.68 | - |
| Consumable Fuels | 0.21 | 0.9 |
| Transport Infrastructure | 0 | 1.23 |
| Insurance | 1.09 | 1.58 |
| Beverages | 0.81 | 1.16 |
| Industrial Manufacturing | 0.3 | 0.51 |
| Leisure Services | - | 0.43 |
| Food Products | - | 0.72 |
| Minerals & Mining | - | 0.77 |
| Capital Markets | - | 0.05 |
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