DSP Dynamic Asset Allocation Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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 Risk	Moderate Risk
Asset Size (Cr)	₹16649 Cr	₹3186 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	1.66	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%	-0.89%
6 Month	-3.9%	-1.23%
1 Year	7.4%	9.85%
3 Year	9.87%	9.57%
5 Year	10.72%	9.2%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-0.97%	3.63%
3 Year	10%	11.2%
5 Year	10.88%	10.28%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	12.38%	8.72%
3 Year	11.42%	8.5%
5 Year	11.8%	8.08%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	6.467%	6.604%
Sharp	0.654%	0.507%
Beta	-	-
Alpha	-	-

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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	30.7	-0.53999999999999
Large Cap	40.06	48.53
Mid Cap	9.49	9.66
Small Cap	6.46	8.41

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	30.22	-0.53999999999999
Cement and Cement Products	0.1	-
Telecom - Services	1.97	1.66
Petroleum Products	3.08	2.46
Industrial Products	1.54	1.1
IT - Software	8.36	3.29
Pharmaceuticals & Biotechnology	1.15	2.2
Construction	1.93	2.16
Banks	9.74	17.56
Diversified FMCG	2.75	1.92
Non - Ferrous Metals	0.39	0.91
Cement & Cement Products	0.8	1.07
Ferrous Metals	0.04	0.31
Realty	2.06	0.73
Healthcare Services	1.19	-
Power	1.67	3.89
Automobiles	2.94	2.2
Personal Products	0.52	0.48
Transport Services	1.31	0.25
Finance	1.78	4.9
Gas	0.79	0.1
Fertilizers & Agrochemicals	1.05	0.27
Consumer Durables	0.82	2.53
Electrical Equipment	0.74	-
Diversified Metals	-0.01	1.03
Agricultural, Commercial & Construction Vehicles	0.2	0.38
Oil	0.39	0.51
Aerospace & Defense	0.52	1.66
Auto Components	2.97	0.83
Chemicals & Petrochemicals	0.77	0.7
Retailing	1.38	0.15
Financial Technology (Fintech)	0.71	-
Metals & Minerals Trading	-0.01	4
Consumable Fuels	0.19	0.9
Capital Markets	0.09	0.05
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	1.23
Insurance	0.93	1.58
Leisure Services	0.05	0.43
Beverages	0.85	1.16
Industrial Manufacturing	0.32	0.51
Food Products	-	0.72
Minerals & Mining	-	0.77