DSP Dynamic Asset Allocation Fund vs Baroda BNP Paribas Balanced Advantage 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) | ₹3690 Cr | ₹4697 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 | 0.2% | 0.05% |
| 6 Month | 3.67% | 2.67% |
| 1 Year | 8.51% | 7.81% |
| 3 Year | 12.63% | 14.59% |
| 5 Year | 9.35% | 12.47% |
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 | 2.27% | 2.85% |
| 1 Year | 9.72% | 13.2% |
| 3 Year | 11.4% | 12.67% |
| 5 Year | 10.54% | 12.76% |
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 | 8.55% | 13.31% |
| 3 Year | 8.84% | 14.39% |
| 5 Year | 8.48% | 15.64% |
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% | 8.78% |
| Sharp | 1.08% | 0.85% |
| Beta | 0.77% | 1.29% |
| Alpha | 2.35% | 1.57% |
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 | 36.55 | 30.35 |
| Large Cap | 54.96 | 42.19 |
| Small Cap | 6.1 | 9.57 |
| Mid Cap | 2.39 | 17.9 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.06 | 23.66 |
| Energy | 6.08 | 4.88 |
| Technology | 5.73 | 7.08 |
| Industrials | 6.31 | 10.71 |
| Financial Services | 27.29 | 20.85 |
| Consumer Defensive | 4.04 | 6.24 |
| Basic Materials | 4.15 | 2.84 |
| Healthcare | 2.45 | 5.82 |
| Consumer Cyclical | 5.4 | 11.7 |
| Utilities | 4.91 | 1.06 |
| Communication Services | 1.6 | 2.92 |
| Real Estate | - | 2.24 |
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