DSP Dynamic Asset Allocation Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderate |
| Asset Size (Cr) | ₹2320 Cr | ₹3690 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2014 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 24% | 429% |
| Expense Ratio | 2.04 | 1.93 |
| Manager | Ritika Behera | Laukik Bagwe |
| ISIN Code | INF194KA1UE8 | INF740K01K57 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.44% | -0.24% |
| 6 Month | 3.33% | 3.69% |
| 1 Year | 3.26% | 7.16% |
| 3 Year | 10.99% | 12.28% |
| 5 Year | 9.47% | 9.36% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.84% | 2.46% |
| 1 Year | 9.87% | 10.88% |
| 3 Year | 10.19% | 11.68% |
| 5 Year | 9.58% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.58% | 8.55% |
| 3 Year | 8.79% | 8.84% |
| 5 Year | 9.27% | 8.48% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.54% | 6.3% |
| Sharp | 0.61% | 1.08% |
| Beta | 0.90% | 0.77% |
| Alpha | -0.14% | 2.35% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritika Behera | Laukik Bagwe |
| Total AUM | ₹43013 Cr | ₹12579 Cr |
| Funds Managed | 19 | 10 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.02 | 36.55 |
| Large Cap | 52.55 | 54.96 |
| Small Cap | 8.75 | 6.1 |
| Mid Cap | 11.68 | 2.39 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.64 | 32.06 |
| Communication Services | 6.61 | 1.6 |
| Energy | 3.7 | 6.08 |
| Technology | 10.22 | 5.73 |
| Financial Services | 26.52 | 27.29 |
| Basic Materials | 4.93 | 4.15 |
| Consumer Defensive | 4.86 | 4.04 |
| Industrials | 6 | 6.31 |
| Consumer Cyclical | 8.79 | 5.4 |
| Healthcare | 5.67 | 2.45 |
| Utilities | 1.04 | 4.91 |
| Real Estate | 2.02 | - |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.38%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.78%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.4%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.76%