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 | 0.44% | -0.69% |
| 6 Month | 3.85% | 3.39% |
| 1 Year | 6.92% | 4.38% |
| 3 Year | 12.29% | 13.48% |
| 5 Year | 9.55% | 12.56% |
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 | 2.46% | 2.01% |
| 1 Year | 10.88% | 13.31% |
| 3 Year | 11.68% | 12.61% |
| 5 Year | 10.58% | 12.58% |
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 | 6.3% | 9.35% |
| Sharp | 1.08% | 0.75% |
| Beta | 0.77% | 1.30% |
| Alpha | 2.35% | 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 | 36.07 | 26.46 |
| Large Cap | 54.35 | 44.7 |
| Small Cap | 7.1 | 9.32 |
| Mid Cap | 2.48 | 19.52 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.82 | 16.89 |
| Energy | 6.85 | 4.98 |
| Technology | 4.92 | 7.15 |
| Industrials | 6.45 | 11.01 |
| Financial Services | 25.68 | 24.68 |
| Consumer Defensive | 4.04 | 5.98 |
| Basic Materials | 4.53 | 3.23 |
| Healthcare | 2.57 | 5.04 |
| Consumer Cyclical | 4.82 | 11.92 |
| Utilities | 5.49 | 1.12 |
| Communication Services | 1.84 | 4.29 |
| Real Estate | - | 3.72 |
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