PGIM India Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 49.05 | 33.1 |
Others | 32.5 | 3.33 |
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 |
---|---|---|
Financial | 27.49 | 13.6 |
Sovereign | 15.74 | 14.87 |
Energy | 9.9 | 2.02 |
Others | 4.07 | - |
Technology | 5.81 | 1.1 |
Construction | 2.73 | 0.34 |
Materials | 2.73 | 1.94 |
Communication | 1.86 | 0.84 |
Services | 5.9 | -0.01 |
Capital Goods | 6.34 | 0.98 |
Insurance | 2.52 | - |
Automobile | 4.21 | 2.78 |
Healthcare | 4.01 | 0.89 |
Consumer Staples | 2.79 | 2.36 |
Diversified | 1.22 | - |
Consumer Discretionary | 1.1 | 1.19 |
Chemicals | 1.21 | 0 |
Textiles | 0.37 | - |
Metals & Mining | - | 1.03 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns25.91%
Invesco India Midcap Fund - Growth Option
3Y Returns24.99%
HDFC Corporate Bond Fund - Growth Option
3Y Returns5.84%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns5.33%
Invesco India Corporate Bond Fund - Growth
3Y Returns5.27%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns4.87%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns5.4%
Axis Short Term Fund - Regular Plan - Growth Option
3Y Returns5.6%