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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.73 | 31.32 | 2.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 42.66 | 1.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 50+50 - Moderate Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) | 13.99% | 6.88% | 4.73% |
Edelweiss Balanced Advantage Fund(M-IDCW) | 12.13% | 5.19% | 15.04% |
UTI Balanced Advantage Fund(IDCW) | 17.60% | — | 18.23% |
Franklin India Balanced Advantage Fund(IDCW) | 15.19% | — | 15.87% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.96 %
Holdings
4.00 %
Holdings
3.81 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,87,085.23 Cr.
Rohit Singhania
AUM: ₹35,096.46 Cr.
|
Exp: 12yrs
Dhaval Gada
AUM: ₹4,235.63 Cr.
|
Exp: —
Kaivalya Nadkarni
AUM: ₹12,340.34 Cr.
|
Exp: —
Laukik Bagwe
AUM: ₹38,455.55 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%