Baroda BNP Paribas Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹3489 Cr | ₹4362 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Feb 2014 | 13 Nov 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 429% | 173% |
Expense Ratio | 1.93 | 1.89 |
Manager | Laukik Bagwe | Miten Vora |
ISIN Code | INF740K01K57 | INF955L01HC4 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 0.26% | 1.2% |
6 Month | 5.71% | 10.91% |
1 Year | 4.28% | 3.83% |
3 Year | 12.04% | 14.93% |
5 Year | 10.55% | 13.83% |
SIP Return Analysis
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 1.3% | 2.02% |
1 Year | 8.11% | 11.64% |
3 Year | 11.45% | 12.97% |
5 Year | 10.27% | 12.73% |
Rolling Lumpsum Returns
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.73% | 13.93% |
3 Year | 8.75% | 14.44% |
5 Year | 8.36% | 15.82% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 5.67% | 9.31% |
Sharp | 0.81% | 0.75% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Laukik Bagwe | Miten Vora |
Total AUM | ₹12579 Cr | ₹6478 Cr |
Funds Managed | 10 | 6 |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 34.09 | 26.99 |
Large Cap | 54.89 | 45.99 |
Small Cap | 7.28 | 9.93 |
Mid Cap | 3.75 | 17.09 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 33.43 | 16.73 |
Energy | 7.38 | 4.96 |
Technology | 3.76 | 6.69 |
Industrials | 6.84 | 10.7 |
Financial Services | 24.88 | 26.34 |
Consumer Defensive | 4.22 | 5.4 |
Basic Materials | 4.51 | 2.45 |
Consumer Cyclical | 5.4 | 9.48 |
Healthcare | 3 | 6.6 |
Utilities | 5.08 | 1.87 |
Real Estate | 0 | 3.97 |
Communication Services | 1.51 | 4.81 |
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