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)	₹2263 Cr	₹3532 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	1.28%	1.34%
6 Month	4.78%	4.49%
1 Year	5%	6.09%
3 Year	10.58%	12%
5 Year	10.28%	10.18%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.1%	2.18%
1 Year	9.03%	9.69%
3 Year	10.3%	11.63%
5 Year	9.61%	10.44%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	8.72%	8.73%
3 Year	8.7%	8.75%
5 Year	9.19%	8.36%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	6.54%	5.69%
Sharp	0.59%	0.91%
Beta	0.88%	0.75%
Alpha	-0.60%	1.37%

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	26.13	34.43
Large Cap	53.66	55.81
Small Cap	9.5	7.21
Mid Cap	10.71	2.55

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	19.08	33.84
Communication Services	6.33	1.73
Energy	3.19	7.66
Technology	8.77	3.09
Financial Services	25.64	25.47
Basic Materials	4.21	4.58
Consumer Defensive	6.31	4.03
Industrials	6.16	6
Consumer Cyclical	9.68	5.54
Healthcare	7.02	2.87
Real Estate	1.92	-
Utilities	1.7	5.18