DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowDSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Invest NowChart 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) | ₹16986 Cr | ₹3186 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 05 Jul 2018 | 05 Feb 2014 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | 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 | 1.95 |
Manager | Harsha Upadhyaya | Laukik Bagwe |
ISIN Code | INF174KA1186 | INF740K01K57 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.77% | -2.18% |
6 Month | 6.03% | 6.49% |
1 Year | 17.57% | 18.07% |
3 Year | 10.25% | 9.09% |
5 Year | 11.79% | 10.1% |
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 15% | 16.04% |
3 Year | 14.6% | 14.34% |
5 Year | 13.53% | 12.07% |
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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Get Free Experts GuidanceScheme 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 | 38.48 | 3.33 |
Large Cap | 33.63 | 33.1 |
Small Cap | 1.77 | 2.82 |
Mid Cap | 6.83 | 4.68 |
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 22.67 | - |
Consumer Staples | 3.11 | 2.36 |
Metals & Mining | 2.47 | 1.03 |
Services | 1.25 | -0.01 |
Healthcare | 1.44 | 0.89 |
Energy | 4.3 | 2.02 |
Financial | 18.22 | 13.6 |
Materials | 0.41 | 1.94 |
Automobile | 3.32 | 2.78 |
Communication | 0.49 | 0.84 |
Sovereign | 15.91 | 14.87 |
Technology | 2.34 | 1.1 |
Construction | 2.02 | 0.34 |
Chemicals | 0.83 | 6.9388939039072E-17 |
Capital Goods | 1.46 | 0.98 |
Consumer Discretionary | 0.47 | 1.19 |
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