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DSP Mutual Fund

DSP Dynamic Asset Allocation Fund

DSP Mutual Fund · Direct plan · Growth

3-year returns
10.4%
a year
NAV
₹33.17
▲ 0.34% · 18 Sept 2026
Fund size
₹3,821 Cr
Expense ratio
1.13%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹28.53 and has returned 9.1% a year over 3 years.

Returns, and where it stands

Against the average balanced advantage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year3.6%1.3%ahead8 of 36
3 years10.4%9.3%ahead10 of 30
5 years8.7%9%behind12 of 20
10 years9.5%10.4%behind8 of 10
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.2%-1.3%
3 months0.2%-0.2%
6 months3.5%2.9%
1 year3.6%2.3%
2 yearsp.a.4.7%3.4%
3 yearsp.a.10.4%9.1%
5 yearsp.a.8.7%7.4%
7 yearsp.a.10.8%9.4%
10 yearsp.a.9.5%8.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 3.57% in the last 1Y

31.232.533.718 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹20,755
XIRR (per year)
7.24%
Value today
₹2,00,755

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
5.7% a year
2.7% less than the category average — the steadier side
Worst fall so far
−19.3%
Feb 2020 to Mar 2020, against −16.2% for the category.
Years that made money
97.2%
Of every one-year stretch it has been through.
Over any three years
1.5% to 15.4%
A year, at worst and at best. Typically 10.6%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
6 Feb 2014
Portfolio turnover
0.36x
Expense ratio
1.13%
as of 31 Jul 2026

Managed by Rohit Singhania, Preethi S, Shantanu Godambe, Kaivalya Nadkarni

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

DSP Dynamic Asset Allocation Fund against other funds in the Balanced Advantage Fund category
Fund1Y3Y5YExpenseFund size
Quant Dynamic Asset Allocation Fund-0.75%13.58%1.56%₹852 Cr
Baroda BNP Paribas Balanced Advantage Fund4.9%11.6%10.96%0.74%₹5,343 Cr
WhiteOak Capital Balanced Advantage Fund2.71%11.57%0.84%₹2,302 Cr
Aditya Birla Sun Life Balanced Advantage Fund5.65%11.5%10.22%0.59%₹10,125 Cr
Axis Balanced Advantage Fund1.4%11.15%9.41%1.07%₹3,836 Cr
HDFC Balanced Advantage Fund-1.03%10.99%14.2%0.76%₹1,07,296 Cr
DSP Dynamic Asset Allocation Fund3.57%10.43%8.7%1.13%₹3,821 Cr

About DSP Dynamic Asset Allocation Fund

DSP Dynamic Asset Allocation Fund is a balanced advantage fund managed by DSP Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

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.

The scheme's stated objective, as published by DSP Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹33.165126393
DirectMonthly IDCW₹16.661126391
RegularGrowth₹28.532126394
RegularMonthly IDCW₹13.882126392

Frequently asked questions

What is the NAV of DSP Dynamic Asset Allocation Fund today?

The NAV of DSP Dynamic Asset Allocation Fund (Direct plan, Growth) is ₹33.165 and the Regular plan NAV is ₹28.532, as of 18 Sept 2026.

What returns has DSP Dynamic Asset Allocation Fund given?

Over the last year the Direct plan returned 3.57%, and 10.43% a year over 3 years and 8.7% a year over 5 years. That places it 10 of 30 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of DSP Dynamic Asset Allocation Fund?

The Direct plan charges 1.13% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in DSP Dynamic Asset Allocation Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has DSP Dynamic Asset Allocation Fund fallen in the past?

Its deepest fall was 19.3% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 97% ended in a gain.

Which category does DSP Dynamic Asset Allocation Fund belong to?

It is a Balanced Advantage Fund from DSP Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from DSP Dynamic Asset Allocation Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.