ICICI Prudential Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - 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 ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹58543 Cr ₹3186 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Dec 2006 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 16% 429%
Expense Ratio 1.47 1.95
Manager Sharmila D'mello Laukik Bagwe
ISIN Code INF109K01BH2 INF740K01K57
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if units in excess of 10% are redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month -2.58% -2.18%
6 Month 5.16% 6.49%
1 Year 17% 18.07%
3 Year 11.53% 9.09%
5 Year 12.78% 10.1%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 5.69% -
1 Year 13% 16.04%
3 Year 14.89% 14.34%
5 Year 14.67% 12.07%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.04% 8.51%
3 Year 11.77% 8.42%
5 Year 12.33% 8.01%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 4.42% 6.3%
Sharp 1.02% 0.52%
Beta 0.65% 0.74%
Alpha 3.72% -0.02%

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name Sharmila D'mello Laukik Bagwe
Total AUM ₹354743 Cr ₹12579 Cr
Fund Manage 35 10
ICICI Prudential Balanced Advantage Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 20.3 3.33
Large Cap 53.94 33.1
Mid Cap 4.87 4.68
Small Cap 0.42 2.82

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 17.86 -
Financial 12.79 13.6
Healthcare 2.52 0.89
Services 0.29 -0.01
Energy 4.88 2.02
Consumer Staples 3.44 2.36
Automobile 10.24 2.78
Construction 2.71 0.34
Materials 1.78 1.94
Technology 4.16 1.1
Consumer Discretionary 0.71 1.19
Metals & Mining 0.4 1.03
Communication 2.98 0.84
Sovereign 12.61 14.87
Capital Goods 0.8 0.98
Insurance 0.12 -
Chemicals 1.24 6.9388939039072E-17

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