PGIM India Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderate
Asset Size (Cr)	₹949 Cr	₹3690 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Feb 2021	06 Feb 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	429%
Expense Ratio	2.18	1.93
Manager	Puneet Pal	Laukik Bagwe
ISIN Code	INF663L01V72	INF740K01K57
Exits Load	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	-	0.49%
6 Month	1.83%	4.03%
1 Year	6.13%	8.49%
3 Year	10.78%	12.95%
5 Year	-	9.45%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-0.07%	1.67%
1 Year	6.73%	9.01%
3 Year	8.74%	11.37%
5 Year	-	10.49%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	8.5%	8.55%
3 Year	9.78%	8.84%
5 Year	-	8.48%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	8.25%	6.3%
Sharp	0.39%	1.08%
Beta	1.14%	0.77%
Alpha	-1.99%	2.35%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name	Puneet Pal	Laukik Bagwe
Total AUM	₹20950 Cr	₹12579 Cr
Funds Managed	19	10
	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	34.78	36.55
Large Cap	46.64	54.96
Mid Cap	14.4	2.39
Small Cap	4.18	6.1

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	32.56	32.06
Energy	6.38	6.08
Industrials	8.99	6.31
Technology	6.01	5.73
Consumer Cyclical	8.11	5.4
Healthcare	5.36	2.45
Financial Services	21.04	27.29
Basic Materials	2.85	4.15
Consumer Defensive	4.56	4.04
Communication Services	2.4	1.6
Utilities	1.17	4.91
Real Estate	0.56	-