DSP Dynamic Asset Allocation Fund - Direct - Monthly Dividend+0.09%

5.4%
1 Year Return
Others
FoF Domestic
3.0 star
1Y
3Y
5Y

Fund Details

DSP Dynamic Asset Allocation Fund - Direct - Monthly Dividend

RiskModerate
Min SIP Amount₹500
Expense Ratio0.70%
NAV10.9 (18-Apr-2019)
Fund Started06-Feb-2014
Fund Size884 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Dynamic Asset Allocation Fund - Direct - Monthly Dividend
5.4%
8.0%
8.0%
8.2%
Category Average
4.3%
10.0%
11.2%
-
Rank within category
4
9
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    EnergyEquity4.8%
    Punjab National BankFinancialEquity4.7%
    FinancialFixed Deposits4.0%
    TechnologyEquity3.7%
    EngineeringEquity3.2%
    HealthcareEquity3.0%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb2.8%
    FinancialEquity2.7%
    FMCGEquity2.5%
    EngineeringDebenture2.4%
    See All

    Fund Managers

    addSaurabh Bhatia
    Education
    Mr. Bhatia holds Post Graduation Diploma in Business Management, Finance.
    Experience
    Prior to joining DSPBR Mutual Fund, had worked with ICICI Bank, HSBC Global Asset Management.
    Funds Managed

    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
    Similar Funds
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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