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DSP Dynamic Asset Allocation Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3532 Cr ₹4362 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
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 1.75% 3.14%
6 Month 4.83% 7.64%
1 Year 6.65% 7.59%
3 Year 12.16% 14.11%
5 Year 10.66% 14.46%

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 0.71% -0.17%
1 Year 6.65% 6.89%
3 Year 10.63% 11.09%
5 Year 9.87% 11.7%

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 8.73% 13.93%
3 Year 8.75% 14.44%
5 Year 8.36% 15.82%

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% 9.37%
Sharp 0.91% 0.77%
Beta 0.75% 1.29%
Alpha 1.37% 0.66%

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 34.43 25.79
Large Cap 55.81 44.65
Small Cap 7.21 9.95
Mid Cap 2.55 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 33.84 16.05
Energy 7.66 5.26
Technology 3.09 5.93
Industrials 6 10.2
Financial Services 25.47 25.86
Consumer Defensive 4.03 6.04
Basic Materials 4.58 3.03
Healthcare 2.87 6.09
Consumer Cyclical 5.54 11.56
Utilities 5.18 1.49
Communication Services 1.73 4.31
Real Estate - 4.19

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