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) | ₹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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