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

PGIM India Balanced Advantage Fund - Regular Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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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	Moderately High
Asset Size (Cr)	₹1057 Cr	₹3212 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	2.16	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	0.55%	0.4%
6 Month	2.38%	3.69%
1 Year	11.08%	13.33%
3 Year	8.95%	9.84%
5 Year	-	10.21%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	7.63%	10.87%
3 Year	11.32%	13.32%
5 Year	-	11.55%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	10.08%	8.51%
3 Year	9.97%	8.42%
5 Year	-	8.01%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.82%	6.3%
Sharp	0.48%	0.52%
Beta	1.02%	0.74%
Alpha	-0.67%	-0.02%

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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
Fund Manage	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	32.5	-0.53999999999999
Large Cap	49.05	48.53
Mid Cap	14.43	9.66
Small Cap	4.02	8.41

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	4.07	-0.53999999999999
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	2.16
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	1.58
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	2.46
IT - Software	-	3.29
Pharmaceuticals & Biotechnology	-	2.2
Banks	-	17.56
Diversified FMCG	-	1.92
Non - Ferrous Metals	-	0.91
Agricultural, Commercial & Construction Vehicles	-	0.38
Leisure Services	-	0.43
Consumer Durables	-	2.53
Aerospace & Defense	-	1.66
Cement & Cement Products	-	1.07
Ferrous Metals	-	0.31
Fertilizers & Agrochemicals	-	0.27
Realty	-	0.73
Chemicals & Petrochemicals	-	0.7
Industrial Manufacturing	-	0.51
Automobiles	-	2.2
Finance	-	4.9
Telecom - Services	-	1.66
Gas	-	0.1
Industrial Products	-	1.1
Diversified Metals	-	1.03
Oil	-	0.51
Power	-	3.89
Metals & Minerals Trading	-	4
Food Products	-	0.72
Consumable Fuels	-	0.9
Personal Products	-	0.48
Minerals & Mining	-	0.77
Transport Services	-	0.25
Retailing	-	0.15
Transport Infrastructure	-	1.23
Capital Markets	-	0.05
Auto Components	-	0.83
Beverages	-	1.16