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

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon 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) ₹978 Cr ₹3186 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

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 2.79% 1.87%
6 Month -1.4% 1.28%
1 Year 8.7% 12.33%
3 Year 8.83% 11.14%
5 Year - 12.86%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 1.49% 2.51%
1 Year 1.29% 6.47%
3 Year 9.49% 12.71%
5 Year - 10.91%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 10.32% 8.72%
3 Year 9.8% 8.5%
5 Year - 8.08%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 8.876% 6.718%
Sharp 0.244% 0.446%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 34.77 33.2
Large Cap 48.73 50.33
Mid Cap 10.99 6.96
Small Cap 5.51 9.5

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 33.82 33.18
Energy 5.63 7.21
Industrials 8.3 7.16
Technology 6.76 3.18
Healthcare 5.6 2.45
Financial Services 19.03 24.4
Basic Materials 3.5 7.04
Consumer Cyclical 7.01 4.82
Consumer Defensive 5.03 3.94
Communication Services 3.41 1.8
Utilities 1.15 4.47
Real Estate 0.75 0.37

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