Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 13-03-2025 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 50+50 Moderate Index |
TER: - |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: - |
Turn over: - |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate income and/or capital appreciation by investing in a dynamically managed portfolio of fixed income instruments, equity & equity derivatives and other permissible equity/hybrid instruments
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Unifi Dynamic Asset Allocation Fund - Regular Growth | 13-03-2025 | - | - | - | - | - |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | 01-02-2014 | 12.57 | 16.91 | 10.92 | 13.22 | 8.7 |
Axis Balanced Advantage Fund - Regular Plan - Growth | 07-08-2017 | 11.22 | 20.22 | 12.96 | 14.31 | - |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 10-02-2023 | 10.87 | 17.85 | - | - | - |
UTI - Unit Linked Insurance Plan | 01-10-1971 | 10.58 | 12.74 | 7.77 | 12.38 | 7.69 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 25-04-2000 | 10.24 | 16.63 | 11.73 | 16.95 | 10.65 |
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth | 27-02-2024 | 9.97 | - | - | - | - |
LIC MF Balanced Advantage Fund-Regular Plan-Growth | 05-11-2021 | 9.36 | 13.82 | 9.82 | - | - |
UTI Balanced Advantage Fund - Regular Plan - Growth Option | 10-08-2023 | 9.24 | - | - | - | - |
Franklin India Balanced Advantage Fund- Growth | 06-09-2022 | 8.75 | 17.39 | - | - | - |
There are no scheme documents available