BANDHAN Balanced Advantage Fund Regular Plan Growth vs DSP Dynamic Asset Allocation Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2309 Cr | ₹3709 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.92% | -0.93% |
| 6 Month | 1.33% | 2.48% |
| 1 Year | 7.93% | 8.91% |
| 3 Year | 11.38% | 12.59% |
| 5 Year | 9.05% | 9.11% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.21% | 0.17% |
| 1 Year | 2.29% | 4.98% |
| 3 Year | 7.76% | 9.84% |
| 5 Year | 8.38% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.52% | 8.54% |
| 3 Year | 8.81% | 8.88% |
| 5 Year | 9.28% | 8.51% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.89% | 6.3% |
| Sharp | 0.84% | 1.14% |
| Beta | 0.87% | 0.77% |
| Alpha | 0.83% | 2.41% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.72 | 36.58 |
| Large Cap | 53.36 | 55.51 |
| Small Cap | 8.87 | 5.26 |
| Mid Cap | 11.06 | 2.65 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.38 | 30.65 |
| Communication Services | 6.66 | 1.82 |
| Energy | 3.75 | 5.83 |
| Technology | 9.61 | 5.27 |
| Financial Services | 26.33 | 28.46 |
| Basic Materials | 5.22 | 4.41 |
| Industrials | 6.62 | 6.67 |
| Consumer Defensive | 4.94 | 3.96 |
| Consumer Cyclical | 8.82 | 5.4 |
| Healthcare | 5.84 | 2.71 |
| Utilities | 1.03 | 4.81 |
| Real Estate | 1.79 | - |
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