DSP Dynamic Asset Allocation Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹1138 Cr | ₹3186 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2021 | 05 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 | 2.14 | 1.95 |
| Manager | Puneet Pal | Laukik Bagwe |
| ISIN Code | INF663L01V72 | INF740K01K57 |
| Exits Load | Exit load of 0.5%, if redeemed within 90 days./365 | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.42% | 1.37% |
| 6 Month | 13.17% | 11.9% |
| 1 Year | 19.75% | 21.35% |
| 3 Year | 10.57% | 10.18% |
| 5 Year | - | 11.48% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.64% | 9.47% |
| 3 Year | 18.36% | 20.56% |
| 5 Year | 20.59% | 32.56% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.08% | 10.66% |
| 3 Year | 23.3% | 25.37% |
| 5 Year | 24.29% | 35.46% |
| 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 | 3.33 |
| Large Cap | 49.05 | 33.1 |
| Mid Cap | 14.43 | 4.68 |
| Small Cap | 4.02 | 2.82 |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.07 | - |
| Sovereign | 15.74 | 14.87 |
| Energy | 9.9 | 2.02 |
| Materials | 2.73 | 1.94 |
| Technology | 5.81 | 1.1 |
| Construction | 2.73 | 0.34 |
| Financial | 27.49 | 13.6 |
| Healthcare | 4.01 | 0.89 |
| Chemicals | 1.21 | 6.9388939039072E-17 |
| Capital Goods | 6.34 | 0.98 |
| Automobile | 4.21 | 2.78 |
| Insurance | 2.52 | - |
| Services | 5.9 | -0.01 |
| Consumer Staples | 2.79 | 2.36 |
| Consumer Discretionary | 1.1 | 1.19 |
| Communication | 1.86 | 0.84 |
| Diversified | 1.22 | - |
| Textiles | 0.37 | - |
| Metals & Mining | - | 1.03 |
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