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DSP Dynamic Asset Allocation Fund - Regular Plan - IDCW - Monthly

DSP · Balanced Advantage
Moderate
₹13.44
Current NAV
29 Oct 2026
-7.0%
1Y Return
3.7%
3Y CAGR
1.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.17
Sharpe Ratio
1.07
Beta
-0.33
Alpha
1.37
Sortino
Fund Details
Fund House DSP
Category Balanced Advantage
AUM ₹3220 Cr
Expense Ratio 1.07%
Min SIP ₹500
Min Lumpsum ₹1000
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