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Compare Mutual Funds
Comparing Helios Balanced Advantage Fund vs DSP Dynamic Asset Allocation FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, dynamic asset allocation
- hybrid, dynamic asset allocation
- Fund Age
- 1 yrs 9 m
- 11 yrs 10 m
- Fund Size
- ₹319 Cr
- ₹3,636 Cr
- 3 months
- 4.66%
- 3.66%
- 6 months
- 6.38%
- 4.71%
- 1 year
- 3.73%
- 8.54%
- 3 year
- NA
- 13.45%
- 5 year
- NA
- 11.1%
- Standard Deviation
- NA
- 5.7
- Sharpe
- NA
- 1.19
- Beta
- NA
- 0.55
- Sortino
- NA
- 2.36
- Alpha
- NA
- 3.35
- Top 3 sectors
- Financial (35.6%)
- Energy (15.360000000000001%)
- Services (14.95%)
- Financial (22.88%)
- Energy (8.39%)
- Consumer Staples (4.04%)
- Top 5 holdings
- HDFC Bank Ltd. (6.74%)
- Kotak Mahindra Bank Ltd. (5.14%)
- Hindustan Petroleum Corporation Ltd. (5.06%)
- Reserve Bank of India (4.62%)
- ICICI Bank Ltd. (4.56%)
- HDFC Bank Ltd. (6.73%)
- Kotak Mahindra Bank Ltd. (3.19%)
- Larsen & Toubro Ltd. (3.14%)
- Adani Enterprises Ltd. (2.95%)
- State Bank of India (2.82%)
- Equity%
- 72.19244624%
- 39.63304105%
- Debt%
- 7.87549045%
- 29.77%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 6.61%
- Modified Duration
- NA
- 2.71 yrs
- Avg. Maturity
- NA
- 3.59 yrs
- Avg. Credit Quality
- Very low (Cash)
- Low (Cash)
- Expense Ratio
- 2.41%
- 0.67%
- Exit Load
- 1.0% know more
- 1.0% 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 ₹1000 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Alok Bahl
- Utssav Modi
- Pratik Singh
- Dhaval Gada
- Rohit Singhania
- Kaivalya Nadkarni
- Shantanu Godambe
- Preethi R S
