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) | ₹2263 Cr | ₹3532 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 | 1.48% | 1.23% |
| 6 Month | 4.31% | 4.3% |
| 1 Year | 5.41% | 6.64% |
| 3 Year | 11.01% | 12.34% |
| 5 Year | 10.51% | 10.58% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.23% | 2.2% |
| 1 Year | 9.44% | 9.95% |
| 3 Year | 10.86% | 12.07% |
| 5 Year | 9.97% | 10.71% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.72% | 8.73% |
| 3 Year | 8.7% | 8.75% |
| 5 Year | 9.19% | 8.36% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.49% | 5.67% |
| Sharp | 0.55% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.13 | 34.43 |
| Large Cap | 53.66 | 55.81 |
| Small Cap | 9.5 | 7.21 |
| Mid Cap | 10.71 | 2.55 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.08 | 33.84 |
| Communication Services | 6.33 | 1.73 |
| Energy | 3.19 | 7.66 |
| Technology | 8.77 | 3.09 |
| Financial Services | 25.64 | 25.47 |
| Basic Materials | 4.21 | 4.58 |
| Consumer Defensive | 6.31 | 4.03 |
| Industrials | 6.16 | 6 |
| Consumer Cyclical | 9.68 | 5.54 |
| Healthcare | 7.02 | 2.87 |
| Real Estate | 1.92 | - |
| Utilities | 1.7 | 5.18 |
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