Hybrid: Dynamic Asset Allocation - Risk Stats - Value Research Online
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Hybrid: Dynamic Asset Allocation

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Hybrid: Dynamic Asset Allocation
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Closed-end
Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme  | 3 Avg. 6.55 0.05 0.07 0.52 -2.15 0.71
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme - Direct Plan  | 3 Avg. 6.55 0.09 0.11 0.52 -1.93 0.71
Aditya Birla Sun Life Balanced Advantage Fund  | 4 Avg. 6.06 0.13 0.23 0.46 -1.41 0.65
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan  | 4 Avg. 6.06 0.32 0.55 0.46 -0.29 0.65
Axis Dynamic Equity Fund - Direct Plan 0 - - - - - - -
Axis Dynamic Equity Fund - Regular Plan 0 - - - - - - -
Baroda Dynamic Equity Fund - Direct Plan 0 - - - - - - -
Baroda Dynamic Equity Fund - Regular Plan 0 - - - - - - -
BNP Paribas Dynamic Equity Fund - Direct Plan 0 - - - - - - -
BNP Paribas Dynamic Equity Fund - Regular Plan 0 - - - - - - -
BOI AXA Equity Debt Rebalancer Fund - Direct Plan  | 1 Above Avg. 6.75 -0.54 -0.51 0.40 -5.59 0.40
BOI AXA Equity Debt Rebalancer Fund - Regular Plan  | 1 Above Avg. 6.74 -0.64 -0.60 0.40 -6.23 0.40
DSP Dynamic Asset Allocation Fund - Direct Plan  | 3 Below Avg. 4.25 0.39 0.70 0.29 0.28 0.53
DSP Dynamic Asset Allocation Fund - Regular Plan  | 3 Below Avg. 4.22 0.10 0.19 0.29 -0.95 0.53
Edelweiss Balanced Advantage Fund - Direct Plan (Erstwhile Edelweiss Dynamic Equity Advantage Fund)  | 3 Above Avg. 8.79 0.34 0.51 0.78 -0.73 0.88
Edelweiss Balanced Advantage Fund - Regular Plan (Erstwhile Edelweiss Dynamic Equity Advantage Fund)  | 3 Above Avg. 8.81 0.22 0.33 0.78 -1.79 0.88
Franklin India Dynamic PE Ratio Fund of Funds  | 4 Below Avg. 4.62 0.34 0.74 0.40 -0.32 0.84
Franklin India Dynamic PE Ratio Fund of Funds - Direct Plan  | 4 Below Avg. 4.63 0.58 1.17 0.40 0.76 0.84
HDFC Balanced Advantage Fund (Erstwhile HDFC Growth) 0 - 12.49 0.19 0.33 1.00 -2.36 0.71
HDFC Balanced Advantage Fund - Direct Plan (Erstwhile HDFC Growth) 0 - 13.27 0.27 0.50 1.04 -1.38 0.68
ICICI Prudential Balanced Advantage Fund  | 4 Avg. 5.54 0.41 0.70 0.46 0.11 0.75
ICICI Prudential Balanced Advantage Fund - Direct Plan  | 5 Avg. 5.54 0.61 1.04 0.46 1.22 0.75
IDFC Dynamic Equity Fund - Direct Plan  | 3 Avg. 6.65 0.36 0.55 0.59 -0.42 0.87
IDFC Dynamic Equity Fund - Regular Plan  | 3 Avg. 6.66 0.16 0.24 0.59 -1.76 0.87
Invesco India Dynamic Equity Fund  | 4 High 9.56 0.25 0.43 0.80 -1.41 0.78
Invesco India Dynamic Equity Fund - Direct Plan  | 4 High 9.58 0.39 0.68 0.80 -0.06 0.78
Kotak Balanced Advantage Fund - Direct Plan 0 - - - - - - -
Kotak Balanced Advantage Fund - Regular Plan 0 - - - - - - -
L&T Balanced Advantage Fund (Erstwhile L&T Dynamic Equity Fund)  | 2 Below Avg. 4.21 0.06 0.10 0.37 -1.52 0.85
L&T Balanced Advantage Fund - Direct Plan (Erstwhile L&T Dynamic Equity Fund)  | 3 Below Avg. 4.22 0.33 0.56 0.37 -0.38 0.85
Motilal Oswal Dynamic Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund)  | 5 Avg. 7.20 0.54 0.85 0.54 1.33 0.62
Motilal Oswal Dynamic Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund)  | 5 Avg. 7.18 0.39 0.61 0.54 0.25 0.62
Nippon India Balanced Advantage Fund 0 - 9.57 0.29 0.46 0.82 -1.11 0.81
Nippon India Balanced Advantage Fund - Direct Plan 0 - 9.56 0.39 0.61 0.82 -0.19 0.81
Principal Balanced Advantage Fund (Erstwhile Principal Smart Equity)  | 2 Below Avg. 4.13 -0.36 -0.57 0.33 -3.07 0.72
Principal Balanced Advantage Fund - Direct Plan (Erstwhile Principal Smart Equity)  | 2 Below Avg. 4.16 -0.03 -0.05 0.33 -1.73 0.72
SBI Dynamic Asset Allocation Fund - Direct Plan  | 4 Avg. 7.10 0.36 0.50 0.51 0.13 0.58
SBI Dynamic Asset Allocation Fund - Regular Plan  | 3 Above Avg. 7.11 0.22 0.31 0.51 -0.87 0.57
Shriram Balanced Advantage Fund - Direct Plan 0 - - - - - - -
Shriram Balanced Advantage Fund - Regular Plan 0 - - - - - - -
Tata Balanced Advantage Fund - Direct Plan 0 - - - - - - -
Tata Balanced Advantage Fund - Regular Plan 0 - - - - - - -
Union Balanced Advantage Fund - Direct Plan (Erstwhile Union Prudence Fund) 0 - - - - - - -
Union Balanced Advantage Fund - Regular Plan (Erstwhile Union Prudence Fund) 0 - - - - - - -
UTI Unit Linked Insurance Plan  | 2 Above Avg. 6.90 -0.22 -0.25 0.49 -3.83 0.56
UTI Unit Linked Insurance Plan - Direct Plan  | 2 Above Avg. 6.91 -0.13 -0.15 0.49 -3.25 0.56
The Risk Measures have been calculated using calendar month returns for the last three years.