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) | ₹2302 Cr | ₹3397 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 | 1.36% | 0.95% |
6 Month | 4.75% | 5.79% |
1 Year | 5.01% | 6.73% |
3 Year | 12.27% | 12.74% |
5 Year | 11.18% | 11.09% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.5% | 3.96% |
1 Year | 7.54% | 8.88% |
3 Year | 11.42% | 12.74% |
5 Year | 10.28% | 10.97% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.94% | 8.91% |
3 Year | 8.56% | 8.61% |
5 Year | 9.08% | 8.19% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.19% | 6.43% |
Sharp | 0.89% | 1.04% |
Beta | - | - |
Alpha | - | - |
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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 | 24.76 | 33.87 |
Large Cap | 55.43 | 50.9 |
Small Cap | 10.08 | 8.87 |
Mid Cap | 9.72 | 6.36 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 18.98 | 33.14 |
Communication Services | 5.5 | 1.97 |
Energy | 3.54 | 7.94 |
Technology | 13.68 | 2.79 |
Financial Services | 23.3 | 21.52 |
Basic Materials | 4.26 | 6.15 |
Industrials | 6.34 | 7.47 |
Consumer Cyclical | 7.46 | 6.01 |
Consumer Defensive | 6.24 | 4.06 |
Healthcare | 7.61 | 2.84 |
Utilities | 1.92 | 5.07 |
Real Estate | 1.18 | 1.04 |
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