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)	₹965 Cr	₹3503 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	1.9%	1.31%
6 Month	11.57%	7.93%
1 Year	1.64%	4.47%
3 Year	9.76%	11.37%
5 Year	-	10.74%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.75%	1.96%
1 Year	9.82%	8.27%
3 Year	10.28%	11.85%
5 Year	-	10.46%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	8.78%	8.85%
3 Year	9.82%	8.71%
5 Year	-	8.29%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	8.38%	5.78%
Sharp	0.28%	0.67%
Beta	-	-
Alpha	-	-

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	29.9	34.09
Large Cap	50.65	54.89
Mid Cap	15.54	3.75
Small Cap	3.91	7.28

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	28.17	33.43
Energy	6.2	7.38
Industrials	10.44	6.84
Technology	7.01	3.76
Consumer Cyclical	8.59	5.4
Healthcare	5.42	3
Financial Services	21.38	24.88
Basic Materials	3.27	4.51
Consumer Defensive	5.26	4.22
Communication Services	2.52	1.51
Utilities	1.2	5.08
Real Estate	0.54	0