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) | ₹3397 Cr | ₹4304 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 | 0.4% | 1.74% |
6 Month | 4.58% | 5.98% |
1 Year | 7.28% | 7.95% |
3 Year | 12.93% | 17.61% |
5 Year | 11% | 16.48% |
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 | 4.25% | 9.21% |
1 Year | 9.15% | 15.28% |
3 Year | 12.82% | 15.94% |
5 Year | 11.03% | 14.55% |
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 | 8.91% | 14.9% |
3 Year | 8.61% | 14.38% |
5 Year | 8.19% | 15.85% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 6.43% | 9.80% |
Sharp | 1.04% | 1.12% |
Beta | - | - |
Alpha | - | - |
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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 | 32.95 | 28.89 |
Large Cap | 51.22 | 42.74 |
Mid Cap | 7.67 | 17.41 |
Small Cap | 8.17 | 10.96 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.29 | 19.63 |
Energy | 8.2 | 5.77 |
Technology | 3.12 | 5.54 |
Industrials | 7.51 | 12.13 |
Financial Services | 21.64 | 25.46 |
Consumer Defensive | 4.48 | 5.03 |
Basic Materials | 6.16 | 2.09 |
Consumer Cyclical | 5.8 | 8.03 |
Healthcare | 2.88 | 6.85 |
Utilities | 5.05 | 2.36 |
Real Estate | 1 | 2.9 |
Communication Services | 1.86 | 4.21 |
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