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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 - dynamic asset allocation, hybrid
- dynamic asset allocation, hybrid
- Fund Age
- 1 yrs 3 m
- 11 yrs 5 m
- Fund Size
- ₹305 Cr
- ₹3,397 Cr
- 3 months
- 9.39%
- 6.41%
- 6 months
- 3.13%
- 5.38%
- 1 year
- 4.63%
- 8.56%
- 3 year
- NA
- 14.92%
- 5 year
- NA
- 12.53%
- Standard Deviation
- NA
- 6.44
- Sharpe
- NA
- 1.26
- Beta
- NA
- 0.57
- Sortino
- NA
- 2.71
- Alpha
- NA
- 2.47
- Top 3 sectors
- Financial (37.669999999999995%)
- Energy (14.879999999999999%)
- Services (10.89%)
- Financial (19.11%)
- Energy (8.629999999999999%)
- Services (4.54%)
- Top 5 holdings
- HDFC Bank Ltd. (6.94%)
- Reserve Bank of India (6.42%)
- Reliance Industries Ltd. (5.78%)
- Kotak Mahindra Bank Ltd. (5.72%)
- Hindustan Petroleum Corporation Ltd. (4.56%)
- 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%)
- Equity%
- 60.71167917%
- 33.40436272%
- Debt%
- 11.52330667%
- 29.61625922%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 6.76%
- Modified Duration
- NA
- 2.49 yrs
- Avg. Maturity
- NA
- 3.28 yrs
- Avg. Credit Quality
- Low (Cash)
- Low (Cash)
- Expense Ratio
- 0.89%
- 0.68%
- 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
- NA
- 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
