Kotak Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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 | Moderate |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.77% | 3.84% |
6 Month | -4.6% | -0.96% |
1 Year | 8.55% | 12.57% |
3 Year | 10.43% | 10.57% |
5 Year | 15.94% | 13.35% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.58% | 0.91% |
1 Year | -0.21% | 4.91% |
3 Year | 10.86% | 12.35% |
5 Year | 11.02% | 10.75% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.209% | 6.718% |
Sharp | 0.403% | 0.446% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 33.82 | 33.2 |
Large Cap | 50.18 | 50.33 |
Mid Cap | 10.11 | 6.96 |
Small Cap | 5.89 | 9.5 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 32.99 | 33.18 |
Communication Services | 2.42 | 1.8 |
Energy | 4.49 | 7.21 |
Industrials | 8.3 | 7.16 |
Technology | 9.8 | 3.18 |
Healthcare | 3.72 | 2.45 |
Financial Services | 15.04 | 24.4 |
Consumer Defensive | 4.48 | 3.94 |
Basic Materials | 6.4 | 7.04 |
Real Estate | 1.74 | 0.37 |
Utilities | 2.61 | 4.47 |
Consumer Cyclical | 8.03 | 4.82 |
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