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Compare Mutual Funds
Comparing Parag Parikh Dynamic Asset Allocation Fund vs Axis Balanced Advantage 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
- 7 yrs 10 m
- Fund Size
- ₹1,920 Crs
- ₹2,935 Crs
- 3 months
- 4.69%
- 8.27%
- 6 months
- 3.71%
- 2.93%
- 1 year
- 9.9%
- 13.63%
- 3 year
- NA
- 16.47%
- 5 year
- NA
- 15.93%
- Standard Deviation
- NA
- 8.15
- Sharpe
- NA
- 1.06
- Beta
- NA
- 0.74
- Sortino
- NA
- 1.85
- Alpha
- NA
- 4.13
- Top 3 sectors
- Energy (10.069999999999999%)
- Financial (9.11%)
- Materials (4.27%)
- Financial (22.619999999999994%)
- Energy (10.45%)
- Technology (6.68%)
- Top 5 holdings
- Tamilnadu State (14.030000000000001%)
- Maharashtra State (12.0%)
- Reliance Industries Ltd. (4.59%)
- Karnataka State (4.580000000000001%)
- Parag Parikh Liquid Fund Direct - Growth (3.67%)
- GOI (11.85%)
- Reliance Industries Ltd. (6.15%)
- ICICI Bank Ltd. (4.89%)
- Infosys Ltd. (3.43%)
- Mahindra & Mahindra Ltd. (2.94%)
- Equity%
- 12.76458295%
- 53.22457596%
- Debt%
- 63.87615908%
- 30.04021007%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.65%
- 6.99%
- Modified Duration
- 3.2089 yrs
- 5.75 yrs
- Avg. Maturity
- 4.05 yrs
- 13.35 yrs
- Avg. Credit Quality
- Moderate (SOV)
- Low (Cash)
- Expense Ratio
- 0.63%
- 0.79%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Min. Investment
- NA
- SIP ₹100 & Lumpsum ₹500
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rajeev Thakkar
- Raunak Onkar
- Raj Mehta
- Rukun Tarachandani
- Mansi Kariya
- Hardik Shah
- Jayesh Sundar
- Devang Shah
