PGIM India Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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 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

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month -3.13% -2.18%
6 Month 5.29% 6.49%
1 Year 15.59% 18.07%
3 Year 8.33% 9.09%
5 Year - 10.1%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 12.21% 16.04%
3 Year 12.24% 14.34%
5 Year - 12.07%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 32.5 3.33
Large Cap 49.05 33.1
Mid Cap 14.43 4.68
Small Cap 4.02 2.82

Sector Allocation

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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