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

DSP · Balanced Advantage
Moderate
₹14.18
Current NAV
25 Jun 2026
14.7%
1Y Return
10.2%
3Y CAGR
9.2%
5Y CAGR
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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
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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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