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DSP Dynamic Asset Allocation Fund(M-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 31.32 | 1.64 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 41.96 | 1.11 |
Scheme Info
| 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 |
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.
Peers & Comparison
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| DSP Dynamic Asset Allocation Fund(M-IDCW) | 10.33% | 6.56% | 4.57% |
| Edelweiss Balanced Advantage Fund(M-IDCW) | 6.79% | 4.57% | 14.53% |
| UTI Balanced Advantage Fund(IDCW) | 13.36% | — | 16.14% |
| Franklin India Balanced Advantage Fund(IDCW) | 11.64% | — | 15.02% |
Price Comparison
Compare DSP Dynamic Asset Allocation Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : -0.65 %
Holdings
7.23 %
-0.65 % - State Bank of India3M change : 0.44 %
Holdings
3.55 %
0.44 % - Adani Enterprises Ltd3M change : -0.88 %
Holdings
3.36 %
-0.88 %
AMC Profile
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
57
Total AUM
₹ 1,85,107.94 Cr.
Fund Manager Profile
Rohit Singhania
AUM: ₹35,315.02 Cr.
|
Exp: 12yrs
Dhaval Gada
AUM: ₹4,235.63 Cr.
|
Exp: —
Kaivalya Nadkarni
AUM: ₹12,230.66 Cr.
|
Exp: —
Laukik Bagwe
AUM: ₹35,800.28 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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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%