🟠 Below Avg Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

DSP Dynamic Asset Allocation Fund

by DSP Mutual Fund · Direct Plan · Growth
5.7 / 10
BullWiser Honest Score
4.3%
1Y Return
12.0%
3Y CAGR
--
Exp. Ratio
DSP Dynamic Asset Allocation Fund is a below-average performer in its category with a BullWiser Honest Score of 5.7/10 — above the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category median of 4.7/10 across 35 funds. Its 3-year CAGR of 12.0% outperforms the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category average of 8.7% by +3.4 percentage points. As a Direct plan, DSP Dynamic Asset Allocation Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
DSP Dynamic Asset Allocation Fund
AMC
DSP Mutual Fund
Category
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
4.3%
3Y CAGR
12.0%

vs Category Average — Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

3Y CAGR
This fund
+3.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
+1.0 vs category avg

Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage · 35 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of DSP Dynamic Asset Allocation Fund?
DSP Dynamic Asset Allocation Fund has a BullWiser Honest Score of 5.7/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of DSP Dynamic Asset Allocation Fund?
The Total Expense Ratio (TER) of DSP Dynamic Asset Allocation Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of DSP Dynamic Asset Allocation Fund?
DSP Dynamic Asset Allocation Fund has delivered 4.3% 1-year returns and 12.0% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is DSP Dynamic Asset Allocation Fund a good investment?
BullWiser rates DSP Dynamic Asset Allocation Fund as BELOW AVERAGE (Honest Score 5.7/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.
How does Direct Plan differ from Regular Plan for DSP Dynamic Asset Allocation Fund?
The Direct plan of DSP Dynamic Asset Allocation Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.