Kotak Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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	-2.6%	-0.69%
6 Month	-0.58%	1.16%
1 Year	11.22%	11.37%
3 Year	10.17%	9.39%
5 Year	11.31%	9.83%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.2%	7.52%
3 Year	12.39%	12.35%
5 Year	12.23%	10.94%

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	33.66	-0.53999999999999
Large Cap	42.17	48.53
Mid Cap	8.62	9.66
Small Cap	5.6	8.41

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	33.66	-0.53999999999999
Telecom - Services	1.66	1.66
Petroleum Products	3.23	2.46
Industrial Products	1.67	1.1
IT - Software	8.36	3.29
Pharmaceuticals & Biotechnology	1.28	2.2
Construction	1.98	2.16
Banks	10.23	17.56
Diversified FMCG	2.81	1.92
Non - Ferrous Metals	0.54	0.91
Cement & Cement Products	0.95	1.07
Ferrous Metals	0.05	0.31
Realty	1.2	0.73
Power	1.71	3.89
Automobiles	3.08	2.2
Personal Products	0.79	0.48
Transport Services	1.39	0.25
Finance	1.8	4.9
Gas	0.77	0.1
Fertilizers & Agrochemicals	1.06	0.27
Consumer Durables	0.95	2.53
Electrical Equipment	0.52	-
Diversified Metals	-0.01	1.03
Agricultural, Commercial & Construction Vehicles	0.21	0.38
Oil	0.42	0.51
Aerospace & Defense	0.44	1.66
Auto Components	3.07	0.83
Chemicals & Petrochemicals	0.87	0.7
Retailing	1.63	0.15
Financial Technology (Fintech)	0.64	-
Metals & Minerals Trading	0	4
Healthcare Services	0.68	-
Consumable Fuels	0.21	0.9
Transport Infrastructure	0	1.23
Insurance	1.09	1.58
Beverages	0.81	1.16
Industrial Manufacturing	0.3	0.51
Leisure Services	-	0.43
Food Products	-	0.72
Minerals & Mining	-	0.77
Capital Markets	-	0.05