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) | ₹3636 Cr | ₹4545 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 | 0.87% | 0.32% |
| 6 Month | 3.97% | 3.8% |
| 1 Year | 6.96% | 4.78% |
| 3 Year | 12.11% | 13.57% |
| 5 Year | 9.66% | 12.7% |
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 | 2.76% | 2.9% |
| 1 Year | 11.04% | 14.23% |
| 3 Year | 11.79% | 12.95% |
| 5 Year | 10.64% | 12.81% |
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 | 8.58% | 13.35% |
| 3 Year | 8.81% | 14.42% |
| 5 Year | 8.45% | 15.66% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 5.69% | 9.35% |
| Sharp | 0.93% | 0.75% |
| Beta | 0.76% | 1.30% |
| Alpha | 1.74% | 1.10% |
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 | 4.37 | 25.79 |
| Large Cap | 57.09 | 44.65 |
| Small Cap | 7.64 | 9.95 |
| Mid Cap | 2.71 | 19.6 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 4.37 | 16.41 |
| Petroleum Products | 2.9 | - |
| IT - Software | 3.69 | - |
| Construction | 3.14 | - |
| Insurance | 3.74 | - |
| Banks | 19.73 | - |
| Diversified FMCG | 2.35 | - |
| Non - Ferrous Metals | 1.03 | - |
| Chemicals & Petrochemicals | 0.68 | - |
| Pharmaceuticals & Biotechnology | 1.65 | - |
| Consumer Durables | 3.95 | - |
| Aerospace & Defense | 1.87 | - |
| Ferrous Metals | 0.61 | - |
| Industrial Manufacturing | 0.2 | - |
| Automobiles | 2.11 | - |
| Gas | 1.8 | - |
| Finance | 2.23 | - |
| Industrial Products | 0.62 | - |
| Textiles & Apparels | 0.28 | - |
| Diversified Metals | 1.11 | - |
| Power | 3.69 | - |
| Telecom - Services | 1.84 | - |
| Healthcare Services | 0.92 | - |
| Metals & Minerals Trading | 2.95 | - |
| Food Products | 0.43 | - |
| Consumable Fuels | 1 | - |
| Personal Products | 0.48 | - |
| Transport Infrastructure | 0.62 | - |
| Auto Components | 1.04 | - |
| Beverages | 0.78 | - |
| Energy | - | 5.26 |
| Technology | - | 5.93 |
| Industrials | - | 10.2 |
| Basic Materials | - | 3.03 |
| Financial Services | - | 25.86 |
| Consumer Defensive | - | 6.04 |
| Healthcare | - | 6.09 |
| Real Estate | - | 4.19 |
| Consumer Cyclical | - | 11.56 |
| Utilities | - | 1.12 |
| Communication Services | - | 4.31 |
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