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) | ₹3186 Cr | ₹4078 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 | 3.54% | 4.97% |
6 Month | -1.28% | -6.54% |
1 Year | 11.75% | 4.87% |
3 Year | 10.28% | 11.09% |
5 Year | 13.75% | 18.39% |
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 | 0.91% | -2% |
1 Year | 4.91% | -1.99% |
3 Year | 12.35% | 12.59% |
5 Year | 10.75% | 12.93% |
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 | 8.72% | 15.87% |
3 Year | 8.5% | 14.5% |
5 Year | 8.08% | 15.77% |
Risk Management
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 6.718% | 10.009% |
Sharp | 0.446% | 0.418% |
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 | 33.2 | 31.15 |
Large Cap | 50.33 | 42.99 |
Mid Cap | 6.96 | 14.66 |
Small Cap | 9.5 | 11.21 |
Sector Allocation
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 33.18 | 26.01 |
Energy | 7.21 | 7.58 |
Technology | 3.18 | 7.73 |
Healthcare | 2.45 | 6.54 |
Industrials | 7.16 | 12.94 |
Financial Services | 24.4 | 22.52 |
Consumer Defensive | 3.94 | 2.53 |
Basic Materials | 7.04 | 0.99 |
Consumer Cyclical | 4.82 | 6.34 |
Communication Services | 1.8 | 3.73 |
Utilities | 4.47 | 3.08 |
Real Estate | 0.37 | - |
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