Nippon India Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Moderate Risk
Asset Size (Cr)	₹8282 Cr	₹3186 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	15 Nov 2004	06 Feb 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	334%	429%
Expense Ratio	1.76	1.93
Manager	Ashutosh Bhargava	Laukik Bagwe
ISIN Code	INF204K01596	INF740K01K57
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	-0.8%	-0.89%
6 Month	1.98%	-1.23%
1 Year	12.89%	9.85%
3 Year	11.83%	9.57%
5 Year	12.32%	9.2%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	8.2%	3.63%
3 Year	14.52%	11.2%
5 Year	13.96%	10.28%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	14.38%	8.72%
3 Year	11.8%	8.5%
5 Year	12.32%	8.08%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	6.21%	6.604%
Sharp	0.79%	0.507%
Beta	0.86%	-
Alpha	2.82%	-

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name	Ashutosh Bhargava	Laukik Bagwe
Total AUM	₹121448 Cr	₹12579 Cr
Fund Manage	12	10
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	41.92	-0.53999999999999
Large Cap	51.08	48.53
Mid Cap	11.66	9.66
Small Cap	7.54	8.41

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	41.92	-0.53999999999999
Petroleum Products	2.38	2.46
IT - Software	7.22	3.29
Cement & Cement Products	1.12	1.07
IT - Services	0.27	-
Construction	2.1	2.16
Consumer Durables	2.52	2.53
Diversified FMCG	3.49	1.92
Banks	15.43	17.56
Automobiles	2.54	2.2
Aerospace & Defense	0.98	1.66
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	2.2
Ferrous Metals	0.52	0.31
Realty	1.82	0.73
Transport Infrastructure	2.16	1.23
Personal Products	1.61	0.48
Industrial Products	0.4	1.1
Telecom - Services	4.13	1.66
Insurance	2.85	1.58
Finance	1.76	4.9
Transport Services	0.46	0.25
Retailing	1.61	0.15
Power	3.35	3.89
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	0.83
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	1.16
Textiles & Apparels	0.74	-
Food Products	0.52	0.72
Leisure Services	1.7	0.43
Non - Ferrous Metals	-	0.91
Agricultural, Commercial & Construction Vehicles	-	0.38
Fertilizers & Agrochemicals	-	0.27
Chemicals & Petrochemicals	-	0.7
Industrial Manufacturing	-	0.51
Gas	-	0.1
Diversified Metals	-	1.03
Oil	-	0.51
Metals & Minerals Trading	-	4
Consumable Fuels	-	0.9
Minerals & Mining	-	0.77
Capital Markets	-	0.05