DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Overview

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	1.92%	0.4%
6 Month	4.83%	3.69%
1 Year	15.23%	13.33%
3 Year	11.47%	9.84%
5 Year	12.11%	10.21%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	12.55%	10.87%
3 Year	14.4%	13.32%
5 Year	13.5%	11.55%

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	38.48	-0.53999999999999
Large Cap	33.63	48.53
Small Cap	1.77	8.41
Mid Cap	6.83	9.66

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	22.67	-0.53999999999999
Consumer Staples	3.11	-
Metals & Mining	2.47	-
Services	1.25	-
Healthcare	1.44	-
Energy	4.3	-
Financial	18.22	-
Materials	0.41	-
Automobile	3.32	-
Communication	0.49	-
Sovereign	15.91	-
Technology	2.34	-
Construction	2.02	2.16
Chemicals	0.83	-
Capital Goods	1.46	-
Consumer Discretionary	0.47	-
Petroleum Products	-	2.46
IT - Software	-	3.29
Pharmaceuticals & Biotechnology	-	2.2
Banks	-	17.56
Diversified FMCG	-	1.92
Non - Ferrous Metals	-	0.91
Agricultural, Commercial & Construction Vehicles	-	0.38
Leisure Services	-	0.43
Consumer Durables	-	2.53
Aerospace & Defense	-	1.66
Cement & Cement Products	-	1.07
Ferrous Metals	-	0.31
Fertilizers & Agrochemicals	-	0.27
Realty	-	0.73
Chemicals & Petrochemicals	-	0.7
Insurance	-	1.58
Industrial Manufacturing	-	0.51
Automobiles	-	2.2
Finance	-	4.9
Telecom - Services	-	1.66
Gas	-	0.1
Industrial Products	-	1.1
Diversified Metals	-	1.03
Oil	-	0.51
Power	-	3.89
Metals & Minerals Trading	-	4
Food Products	-	0.72
Consumable Fuels	-	0.9
Personal Products	-	0.48
Minerals & Mining	-	0.77
Transport Services	-	0.25
Retailing	-	0.15
Transport Infrastructure	-	1.23
Capital Markets	-	0.05
Auto Components	-	0.83
Beverages	-	1.16