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Kotak Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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 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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