DSP Dynamic Asset Allocation Fund -Dir Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.74 %
Expense Ratio
Rating
3,185
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.2% | 11.2% | 12.7% | 10.8% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.9
Alpha
1.88
SD
0.41
Beta
0.62
Sharpe
Exit Load
| Exit Load | If the units redeemed of switched out are upto 10% of the units (the limit) purchased or switched-in within 12 months from the date allotment:NIL 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment. |
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Fund Objective
The investment objective of the Scheme is to seek capital appreciation by managing the asset allocation between equity and fixed income securities. The Scheme will dynamically manage the asset allocation between equity and fixed income. Equity allocation will be decided based on a combination of valuation and momentum while fixed income and arbitrage will be resultant allocation. The Scheme intends to generate long-term capital appreciation by investing in equity and equity related instruments and seeks to generate income through investments in fixed income securities and by using arbitrage and other derivative strategies. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Managers
Atul Bhole - Investment Team - Vice President
Mr Atul Bhole is the vice president for investments. With a diverse and rich experience of 10 years, he has worked with popular funds like Tata Balanced Fund and Midcap Growth Fund. He has worked with equity research across sectors like the BFSI, IT and Telecom. He currently manages six schemes of the AMC. He has managed various telecom companies in the APAC region and the financial investment and planning roles he undertook.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,437
-
14.1%Fund Size - 5,437
-
8.8%Fund Size - 5,437
-
11%Fund Size - 5,437
-
- 89,903
-
39.4%Fund Size - 89,903
-
25%Fund Size - 89,903
-
21.5%Fund Size - 89,903
-
- 133
-
23.6%Fund Size - 133
-
16.5%Fund Size - 133
-
13.7%Fund Size - 133
-
- 11,720
-
25.5%Fund Size - 11,720
-
14.8%Fund Size - 11,720
-
18%Fund Size - 11,720
-
- 58,562
-
22.7%Fund Size - 58,562
-
14.6%Fund Size - 58,562
-
14.9%Fund Size - 58,562
AMC Contact Details
DSP Mutual Fund
AUM:
1,56,447 Cr
Address:
Mafatlal Centre,
10th Floor,
Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com
More Funds from DSP Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 1,213
-
49.1%Fund Size - 1,213
-
23.5%Fund Size - 1,213
-
26.7%Fund Size - 1,213
-
- Equity .
- Small Cap .
-
- 15,244
-
39.9%Fund Size - 15,244
-
25.2%Fund Size - 15,244
-
32%Fund Size - 15,244
-
- Other .
- FoFs Overseas .
-
- 159
-
-4.2%Fund Size - 159
-
3.9%Fund Size - 159
-
13.7%Fund Size - 159
-
- Equity .
- Sectoral / Thematic .
-
- 2,479
-
46.5%Fund Size - 2,479
-
18.9%Fund Size - 2,479
-
31.4%Fund Size - 2,479
-
- Debt .
- Fixed Maturity Plans .
-
- 60
-
11.2%Fund Size - 60
-
14.5%Fund Size - 60
-
14%Fund Size - 60
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in DSP Dynamic Asset Allocation Fund -Dir Growth ?
You can invest in DSP Dynamic Asset Allocation Fund -Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for DSP Dynamic Asset Allocation Fund -Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of DSP Dynamic Asset Allocation Fund -Dir Growth ?
The NAV of DSP Dynamic Asset Allocation Fund -Dir Growth is ₹29.3 as of 26 July 2024.
How to redeem DSP Dynamic Asset Allocation Fund -Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of DSP Dynamic Asset Allocation Fund -Dir Growth?
The minimum SIP amount of DSP Dynamic Asset Allocation Fund -Dir Growth is ₹100
What are the top sectors DSP Dynamic Asset Allocation Fund -Dir Growth has invested in?
The top sectors DSP Dynamic Asset Allocation Fund -Dir Growth has invested in are
- Debt - 34.64%
- Banks - 18.56%
- Finance - 7.31%
- Telecom-Services - 3.33%
- Metals & Minerals Trading - 2.86%
Can I make investments in both the SIP and Lump Sum schemes of DSP Dynamic Asset Allocation Fund -Dir Growth?
Yes, You can select both SIP or Lumpsum investment of DSP Dynamic Asset Allocation Fund -Dir Growth based on your investment objective and risk tolerance.
How much returns have DSP Dynamic Asset Allocation Fund -Dir Growth generated ?
The DSP Dynamic Asset Allocation Fund -Dir Growth has delivered 10.8% since inception
What is the expense ratio of DSP Dynamic Asset Allocation Fund -Dir Growth ?
The expense ratio of DSP Dynamic Asset Allocation Fund -Dir Growth is 0.74 % as of 26 July 2024.
What is the AUM of DSP Dynamic Asset Allocation Fund -Dir Growth?
The AUM of DSP Dynamic Asset Allocation Fund -Dir Growth is ₹1,56,447 Cr as of 26 July 2024
What are the top stock holdings of DSP Dynamic Asset Allocation Fund -Dir Growth?
The top stock holdings of DSP Dynamic Asset Allocation Fund -Dir Growth are
- HDFC Bank - 9.44%
- St Bk of India - 3.23%
- Adani Enterp. - 2.95%
- Bandhan Bank - 2.88%
- Bajaj Finance - 2.22%
How can I redeem my investments in DSP Dynamic Asset Allocation Fund -Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select DSP Dynamic Asset Allocation Fund -Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select DSP Dynamic Asset Allocation Fund -Dir Growth in Scheme, enter the redemption amount, and click on submit button.