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
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 | Moderate |
Asset Size (Cr) | ₹978 Cr | ₹3186 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 | 2.18 | 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 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.73% | 3.86% |
6 Month | -6.8% | -1.22% |
1 Year | 6.28% | 12.57% |
3 Year | 8.36% | 10.91% |
5 Year | - | 13.22% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.75% | 0.91% |
1 Year | -2.51% | 4.91% |
3 Year | 8.55% | 12.35% |
5 Year | - | 10.75% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.32% | 8.72% |
3 Year | 9.8% | 8.5% |
5 Year | - | 8.08% |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.876% | 6.718% |
Sharp | 0.244% | 0.446% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 34.77 | 33.2 |
Large Cap | 48.73 | 50.33 |
Mid Cap | 10.99 | 6.96 |
Small Cap | 5.51 | 9.5 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 33.82 | 33.18 |
Energy | 5.63 | 7.21 |
Industrials | 8.3 | 7.16 |
Technology | 6.76 | 3.18 |
Healthcare | 5.6 | 2.45 |
Financial Services | 19.03 | 24.4 |
Basic Materials | 3.5 | 7.04 |
Consumer Cyclical | 7.01 | 4.82 |
Consumer Defensive | 5.03 | 3.94 |
Communication Services | 3.41 | 1.8 |
Utilities | 1.15 | 4.47 |
Real Estate | 0.75 | 0.37 |
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