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DSP Dynamic Asset Allocation Fund(M-IDCW Reinv)

IDCW
HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,124 Cr
Moderate RiskPrinciple investment will be at moderate risk
14.800.04% (+0.01)

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Returns
0.00%
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,124 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7929.643.98
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3235.612.57

About Dynamic Asset Allocation Fund

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.

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and 1% for remaining Investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Fund Manager

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Exp: 12yrs

 | 

#Funds: 20

Exp:

 | 

#Funds: 8

Exp: 13yrs

 | 

#Funds: 93

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AMC profile

DSP Investment Managers is an independent Indian AMC started in 1996. The AMC is backed by the DSP group, 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 25 years.

  • No.of Schemes

    55

  • Total AUM

    ₹ 1,49,779.57 Cr.