Formerly DSP BlackRock Dyn Asset Alloc Reg Gr
Dynamic asset allocation or balanced advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 2)
6 Month CAGR
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 based on the relative valuation of equity and debt markets. 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.
Launched (8y ago)
Feb 06, 2014
AUM in Crores
CRISIL Hybrid 50+50 - Moderate TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives25.9%
7.38% govt stock 20274.6%
adani enterprises ltd4.1%
future on adani enterprises ltd4.1%
5.74% govt stock 20263.8%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 3,307 cr
₹ 2,759 cr
₹ 761 cr
₹ 428 cr
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
DSP Dynamic Asset Allocation Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.3% over a period of 8 years. The fund was previously known as DSP BlackRock Dyn Asset Alloc Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Atul Bhole, Dhaval Gada, Laukik Bagwe.
Nav of DSP Dynamic Asset Allocation Fund (G) as of 12/2/2022 is ₹20.20 with the total AUM as of 12/5/2022 is ₹4433.309. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Dynamic Asset Allocation Fund (G) was launched on Feb 06, 2014. The category risk of the fund is Moderately High risk.
The minimum SIP amount for DSP Dynamic Asset Allocation Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is DSP Dynamic Asset Allocation Fund (G)?
How to invest in DSP Dynamic Asset Allocation Fund (G)?
You can invest in DSP Dynamic Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of DSP Dynamic Asset Allocation Fund (G)?
The minimum sip amount for DSP Dynamic Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Dynamic Asset Allocation Fund (G) good to invest in?
As per Scripbox experts, DSP Dynamic Asset Allocation Fund (G) is a Neutral fund. You can investDSP Dynamic Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the DSP Dynamic Asset Allocation Fund (G)?
The expense ratio of the DSP Dynamic Asset Allocation Fund (G) is 1.89% for regular plan.