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) | ₹3709 Cr | ₹4748 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.76% | -1.55% |
| 6 Month | 2.4% | 1.14% |
| 1 Year | 8.43% | 10.19% |
| 3 Year | 12.61% | 14.19% |
| 5 Year | 9.24% | 12.15% |
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 | 0.17% | -1.63% |
| 1 Year | 4.98% | 2.92% |
| 3 Year | 9.84% | 9.5% |
| 5 Year | 9.76% | 11.01% |
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 | 8.54% | 13.07% |
| 3 Year | 8.88% | 14.39% |
| 5 Year | 8.51% | 15.56% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.3% | 8.78% |
| Sharp | 1.14% | 0.9% |
| Beta | 0.77% | 1.29% |
| Alpha | 2.41% | 1.58% |
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 | 36.58 | 31.46 |
| Large Cap | 55.51 | 41.95 |
| Small Cap | 5.26 | 8 |
| Mid Cap | 2.65 | 18.6 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.65 | 23.56 |
| Energy | 5.83 | 5.02 |
| Technology | 5.27 | 6.67 |
| Industrials | 6.67 | 10.1 |
| Financial Services | 28.46 | 21.44 |
| Consumer Defensive | 3.96 | 7.02 |
| Basic Materials | 4.41 | 3.03 |
| Healthcare | 2.71 | 5.48 |
| Consumer Cyclical | 5.4 | 12.24 |
| Utilities | 4.81 | 1.04 |
| Communication Services | 1.82 | 2.66 |
| Real Estate | - | 1.74 |
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