BANDHAN Balanced Advantage Fund Regular Plan Growth vs DSP Dynamic Asset Allocation Fund compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderate
Asset Size (Cr)	₹2320 Cr	₹3636 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Oct 2014	06 Feb 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	24%	429%
Expense Ratio	2.04	1.93
Manager	Ritika Behera	Laukik Bagwe
ISIN Code	INF194KA1UE8	INF740K01K57
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	0.74%	0.87%
6 Month	3.7%	3.97%
1 Year	3.61%	6.96%
3 Year	10.73%	12.11%
5 Year	9.92%	9.66%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.49%	2.76%
1 Year	10.25%	11.04%
3 Year	10.37%	11.79%
5 Year	9.7%	10.64%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	8.59%	8.58%
3 Year	8.77%	8.81%
5 Year	9.26%	8.45%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	6.54%	6.3%
Sharp	0.59%	1.08%
Beta	0.88%	0.77%
Alpha	-0.60%	2.35%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name	Ritika Behera	Laukik Bagwe
Total AUM	₹43013 Cr	₹12579 Cr
Funds Managed	19	10
	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	27.28	4.37
Large Cap	52.63	57.09
Small Cap	8.46	7.64
Mid Cap	11.63	2.71

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	20.43	4.37
Communication Services	6.58	-
Energy	3.56	-
Technology	8.77	-
Financial Services	25.8	-
Basic Materials	4.22	-
Consumer Defensive	5.97	-
Industrials	6.17	-
Consumer Cyclical	8.42	-
Healthcare	6.41	-
Utilities	1.66	-
Real Estate	2.01	-
Petroleum Products	-	2.9
IT - Software	-	3.69
Construction	-	3.14
Insurance	-	3.74
Banks	-	19.73
Diversified FMCG	-	2.35
Non - Ferrous Metals	-	1.03
Chemicals & Petrochemicals	-	0.68
Pharmaceuticals & Biotechnology	-	1.65
Consumer Durables	-	3.95
Aerospace & Defense	-	1.87
Ferrous Metals	-	0.61
Industrial Manufacturing	-	0.2
Automobiles	-	2.11
Gas	-	1.8
Finance	-	2.23
Industrial Products	-	0.62
Textiles & Apparels	-	0.28
Diversified Metals	-	1.11
Power	-	3.69
Telecom - Services	-	1.84
Healthcare Services	-	0.92
Metals & Minerals Trading	-	2.95
Food Products	-	0.43
Consumable Fuels	-	1
Personal Products	-	0.48
Transport Infrastructure	-	0.62
Auto Components	-	1.04
Beverages	-	0.78