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DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹101080 Cr | ₹3503 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Sep 2000 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 21.38% | 429% |
| Expense Ratio | 1.35 | 1.93 |
| Manager | Anil Bamboli | Laukik Bagwe |
| ISIN Code | INF179K01830 | INF740K01K57 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.19% | 0.81% |
| 6 Month | 9.93% | 7.55% |
| 1 Year | 1.64% | 4.6% |
| 3 Year | 18.07% | 10.75% |
| 5 Year | 23.41% | 10.67% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.01% | 1.96% |
| 1 Year | 8.02% | 8.27% |
| 3 Year | 15.55% | 11.85% |
| 5 Year | 18.21% | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.49% | 8.85% |
| 3 Year | 16.2% | 8.71% |
| 5 Year | 15.09% | 8.29% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.18% | 5.78% |
| Sharp | 1.14% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Laukik Bagwe |
| Total AUM | ₹135442 Cr | ₹12579 Cr |
| Funds Managed | 12 | 10 |
| HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.76 | 34.3 |
| Large Cap | 51.34 | 52.51 |
| Small Cap | 5.79 | 7.74 |
| Mid Cap | 7.11 | 5.45 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.05 | 33.64 |
| Communication Services | 3.53 | 1.83 |
| Energy | 6.92 | 7.44 |
| Technology | 5.83 | 3.02 |
| Industrials | 8.06 | 7.43 |
| Consumer Defensive | 2.72 | 4.03 |
| Financial Services | 21.59 | 21.97 |
| Basic Materials | 2.04 | 5.47 |
| Consumer Cyclical | 6.36 | 6.11 |
| Real Estate | 1.5 | 0.96 |
| Healthcare | 4.2 | 3.07 |
| Utilities | 4.21 | 5.04 |
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