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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

DSP · Balanced Advantage
Moderate
₹27.94
Current NAV
29 Oct 2026
-1.1%
1Y Return
8.9%
3Y CAGR
7.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.21).
  • Very large asset base (AUM: ₹14,260 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
1.21
Beta
4.21
Alpha
0.93
Sortino
Fund Details
Fund House DSP
Category Balanced Advantage
AUM ₹14260 Cr
Expense Ratio 1.21%
Min SIP ₹500
Min Lumpsum ₹1000
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