How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 36.94 | 1.62 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 41.96 | 1.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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 |
---|---|---|---|
Helios Balanced Advantage Fund(IDCW) | — | — | — |
Edelweiss Balanced Advantage Fund(M-IDCW) | 12.29% | 5.12% | 15.00% |
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) | 13.37% | 6.80% | 4.71% |
UTI Balanced Advantage Fund(IDCW) | 17.60% | — | 18.09% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
7.07 %
Holdings
4.86 %
Holdings
4.09 %
Alok Bahl
AUM: ₹3,053.55 Cr.
|
Exp: 32yrs
Pratik Singh
AUM: ₹2,934.85 Cr.
|
Exp: 10yrs
Utsav Modi
AUM: ₹382.63 Cr.
|
Exp: 11yrs
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%