DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 1.11% 1.37%
6 Month 12.82% 11.9%
1 Year 22.94% 21.35%
3 Year 12.21% 10.18%
5 Year 13.62% 11.48%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 9.53% 9.47%
3 Year 22.25% 20.56%
5 Year 38.84% 32.56%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.89% 8.46%
3 Year 11.49% 8.42%
5 Year 11.72% 8.01%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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