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) | ₹3503 Cr | ₹4424 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 | - | -0.96% |
6 Month | 7.09% | 10.73% |
1 Year | 6.04% | 4.87% |
3 Year | 11.11% | 14.09% |
5 Year | 10.64% | 14.43% |
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 | 2.07% | 2.86% |
1 Year | 6.91% | 6.81% |
3 Year | 11.76% | 12.71% |
5 Year | 10.42% | 12.62% |
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 | 8.85% | 14.36% |
3 Year | 8.71% | 14.5% |
5 Year | 8.29% | 15.98% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 5.71% | 9.22% |
Sharp | 0.82% | 0.88% |
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 | 34.3 | 33.32 |
Large Cap | 52.51 | 40.3 |
Small Cap | 7.74 | 10.48 |
Mid Cap | 5.45 | 15.9 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 33.64 | 23.44 |
Energy | 7.44 | 5.49 |
Technology | 3.02 | 5.23 |
Industrials | 7.43 | 10.58 |
Financial Services | 21.97 | 25.87 |
Consumer Defensive | 4.03 | 3.66 |
Basic Materials | 5.47 | 1.38 |
Consumer Cyclical | 6.11 | 7.88 |
Healthcare | 3.07 | 6.74 |
Utilities | 5.04 | 1.42 |
Real Estate | 0.96 | 3.67 |
Communication Services | 1.83 | 4.64 |
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