Baroda BNP Paribas Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

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

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 Moderately High Very High
Asset Size (Cr) ₹3186 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Feb 2014 04 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 1.95 1.88
Manager Laukik Bagwe Miten Vora
ISIN Code INF740K01K57 INF955L01HC4
Exits Load Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 -1.41% -1.63%
6 Month 6.88% 5.68%
1 Year 18.78% 21.05%
3 Year 9.31% 12.25%
5 Year 10.27% 15.87%

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 - 6.05%
1 Year 16.04% 15.07%
3 Year 14.34% 17.16%
5 Year 12.07% 16.28%

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 8.51% 15.8%
3 Year 8.42% 14.68%
5 Year 8.01% 15.75%

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 0.52% 0.89%
Beta 0.74% 1.12%
Alpha -0.02% 2.8%

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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
Fund Manage 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 3.33 11.57
Large Cap 33.1 48.87
Mid Cap 4.68 12.12
Small Cap 2.82 6.47

Sector Allocation

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Energy 2.02 -
Healthcare 0.89 -
Metals & Mining 1.03 -
Financial 13.6 -
Construction 0.34 5.05
Consumer Discretionary 1.19 -
Chemicals 6.9388939039072E-17 -
Consumer Staples 2.36 -
Materials 1.94 -
Services -0.01 -
Automobile 2.78 -
Capital Goods 0.98 -
Communication 0.84 -
Sovereign 14.87 -
Technology 1.1 -
Others - 8.39
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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