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DSP Dynamic Asset Allocation Fund(M-IDCW)

Ticker: mf15188
Decent 72/100

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N
Nippon India Gold Savings Fund(IDCW)
Score 66/100 Decent
Nippon India Gold Savings Fund shows decent potential due to its positioning in a stable sector and consistent growth, but caution is advised due to some governance concerns and execution risks.
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A
Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund(IDCW)
Score 70/100 Decent
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
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T
Tata Flexi Cap Fund(IDCW)
Score 72/100 Decent
The Tata Flexi Cap Fund shows a decent overall score with strong growth potential and a solid balance sheet, making it a reasonable investment option.
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T
Tata Flexi Cap Fund(IDCW-Payout)
Score 68/100 Decent
The Tata Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW-Reinv)
Score 66/100 Decent
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics. Caution is advised.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW)
Score 48/100 Decent
The fund shows potential for growth but faces several challenges that could impact performance. Caution is advised.
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H
HSBC Overnight Fund(W-IDCW Payout)
Score 68/100 Decent
The HSBC Overnight Fund shows decent potential but faces challenges in profitability and market sentiment. Investors should weigh these factors carefully.
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H
HSBC Overnight Fund(M-IDCW Payout)
Score 75/100 Decent
The HSBC Overnight Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of profitability pressures and governance concerns.
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H
HSBC Overnight Fund(M-IDCW)
Score 68/100 Decent
The HSBC Overnight Fund shows decent stability and growth potential, but faces challenges in profitability and market competitiveness.
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H
HSBC Overnight Fund(DD-IDCW)
Score 48/100 Decent
The HSBC Overnight Fund shows moderate potential but faces several challenges that could impact its performance.
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H
HSBC Overnight Fund(W-IDCW)
Score 72/100 Decent
The HSBC Overnight Fund shows decent potential with stable growth but faces challenges in profitability and market sentiment.
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I
ICICI Pru US Bluechip Equity Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a focus on established US companies, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru US Bluechip Equity Fund(IDCW)
Score 68/100 Decent
The ICICI Pru US Bluechip Equity Fund presents a decent investment opportunity with a focus on stable growth and profitability, although some risks remain.
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H
HDFC Hybrid Debt Fund(Q-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some execution risks exist.
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H
HDFC Hybrid Debt Fund(M-IDCW Reinv)
Score 68/100 Decent
The HDFC Hybrid Debt Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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H
HDFC Hybrid Debt Fund(Q-IDCW)
Score 48/100 Decent
The fund shows moderate potential but faces challenges in profitability and growth drivers.
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Business Overview

DSP Dynamic Asset Allocation Fund (M-IDCW) is a versatile mutual fund designed for investors seeking a balanced approach to wealth creation. It dynamically adjusts asset allocation between equity and debt based on market conditions, making it ideal for risk-averse investors and those looking for long-term growth. This fund aims to optimize returns while managing risk effectively, ensuring your investments are well-protected in volatile markets.

  • Dynamic asset allocation for optimal returns
  • Ideal for risk-averse and long-term investors
  • Regular income through Monthly Income Distribution
  • Professional management by experienced fund managers
  • Focus on capital preservation and growth
  • Suitable for various financial goals

Investment Thesis

DSP Dynamic Asset Allocation Fund (M-IDCW) stands out due to its robust promoter credibility, a strong growth trajectory in digital services, and attractive valuations compared to peers. This fund is positioned to deliver consistent returns, making it a compelling choice for retail investors seeking stability and growth.

  • Managed by DSP Group, known for its strong track record and expertise in asset management.
  • Capitalizes on the growing trend of digital services, enhancing portfolio diversification.
  • Valuations remain attractive compared to industry peers, offering potential upside.
  • Focus on dynamic asset allocation helps mitigate risks while optimizing returns.
  • Ideal for investors looking for a balanced approach to equity and debt exposure.

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces risk
  • Potential for steady income
  • Suitable for risk-averse investors
  • Professional fund management
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility affects returns
  • Management fees may erode profits
  • Limited liquidity in downturns
  • Performance linked to market trends
  • Economic factors influencing asset allocation

Peer Perspective

DSP Dynamic Asset Allocation Fund is currently trading at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Dynamic Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
DSP Dynamic Asset Allocation Fund(M-IDCW) • Updated: 2025-10-01 05:06:36
  • 10
    Business
    High
    The fund operates in a dynamic asset allocation space, which is becoming increasingly relevant.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently outperforming net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is stable, but some concerns about transparency in disclosures.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The DSP Dynamic Asset Allocation Fund shows potential for moderate growth, but investors should be cautious of profitability fluctuations and execution risks.