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Compare Mutual Funds
Comparing DSP Dynamic Asset Allocation Fund vs Aditya Birla Sun Life Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - dynamic asset allocation, hybrid
- dynamic asset allocation, hybrid
- Fund Age
- 11 yrs 5 m
- 12 yrs 5 m
- Fund Size
- ₹3,397 Crs
- ₹7,533 Crs
- 3 months
- 5.25%
- 7.96%
- 6 months
- 3.4%
- 5.06%
- 1 year
- 7.65%
- 9.39%
- 3 year
- 13.95%
- 16.88%
- 5 year
- 11.7%
- 16.78%
- Standard Deviation
- 6.77
- 7.76
- Sharpe
- 0.86
- 1.05
- Beta
- 0.6
- 0.74
- Sortino
- 1.73
- 1.59
- Alpha
- 1.15
- 2.32
- Top 3 sectors
- Financial (19.11%)
- Energy (8.629999999999999%)
- Services (4.54%)
- Financial (21.740000000000002%)
- Technology (6.809999999999999%)
- Metals & Mining (6.1000000000000005%)
- Top 5 holdings
- GOI (8.26%)
- HDFC Bank Ltd. (5.63%)
- Adani Enterprises Ltd. (3.24%)
- State Bank of India (3.09%)
- Power Finance Corporation Ltd. (3.08%)
- GOI (4.140000000000001%)
- ICICI Bank Ltd. (3.94%)
- HDFC Bank Ltd. (3.82%)
- Reliance Industries Ltd. (3.37%)
- Cholamandalam Investment and Finance Company Ltd. (3.2%)
- Equity%
- 33.40436272%
- 70.27558882%
- Debt%
- 29.61625922%
- 17.9596092%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.76%
- 6.85%
- Modified Duration
- 2.49 yrs
- 3.07 yrs
- Avg. Maturity
- 3.28 yrs
- 3.9 yrs
- Avg. Credit Quality
- Low (Cash)
- Low (AAA)
- Expense Ratio
- 1.9%
- 0.69%
- Exit Load
- 1.0% know more
- 0.25% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- CRISIL Hybrid 50+50 Moderate Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹1000
- SIP ₹1000 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Dhaval Gada
- Rohit Singhania
- Kaivalya Nadkarni
- Shantanu Godambe
- Lovelish Solanki
- Mohit Sharma
- Harish Krishnan
