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) | ₹16348 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 | 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% |
| 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% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.91% | 10.66% |
| 3 Year | 30.76% | 25.37% |
| 5 Year | 41.99% | 35.46% |
| 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 | 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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