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DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Moderate Risk
Asset Size (Cr) ₹94251 Cr ₹3186 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 - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month -2.83% -1.36%
6 Month -5.6% -1.03%
1 Year 5.25% 9.54%
3 Year 19.09% 9.35%
5 Year 19.35% 9.21%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year -3.24% 3.59%
3 Year 17.38% 11.04%
5 Year 20.6% 10.11%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 18.17% 8.72%
3 Year 15.89% 8.5%
5 Year 14.91% 8.08%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 9.4% 6.3%
Sharp 1.72% 0.52%
Beta 0.99% 0.74%
Alpha 11.94% -0.02%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name Anil Bamboli Laukik Bagwe
Total AUM ₹135442 Cr ₹12579 Cr
Fund Manage 12 10
HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 46.37 -0.53999999999999
Large Cap 54.24 48.53
Small Cap 7.04 8.41
Mid Cap 6.84 9.66

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 46.37 -0.53999999999999
Telecom - Services 2.55 1.66
Petroleum Products 4.95 2.46
Electrical Equipment 0.68 -
IT - Software 4.29 3.29
Pharmaceuticals & Biotechnology 4.04 2.2
Industrial Manufacturing 1.49 0.51
Cement & Cement Products 0.19 1.07
Transport Services 0.53 0.25
Construction 4.24 2.16
Finance 4.25 4.9
Ferrous Metals 0.49 0.31
Consumer Durables 0.31 2.53
Banks 18.34 17.56
Diversified FMCG 2.77 1.92
Non - Ferrous Metals 0.12 0.91
Realty 1.36 0.73
Agricultural, Commercial & Construction Vehicles 0.65 0.38
Leisure Services 0.06 0.43
Automobiles 3.27 2.2
Aerospace & Defense 1.44 1.66
Power 4.23 3.89
Insurance 0.84 1.58
Personal Products 0.01 0.48
Gas 0.78 0.1
Agricultural Food & other Products 0.04 -
Diversified Metals 0.02 1.03
Oil 0.26 0.51
Food Products 0.08 0.72
Entertainment 0.11 -
Industrial Products 0.34 1.1
Auto Components 0.88 0.83
Chemicals & Petrochemicals 0.37 0.7
Capital Markets 0.1 0.05
Metals & Minerals Trading 0.1 4
Healthcare Services 0.23 -
Transport Infrastructure 0.87 1.23
Consumable Fuels 2.66 0.9
Financial Technology (Fintech) 0.05 -
Minerals & Mining 0.01 0.77
Fertilizers & Agrochemicals 0.09 0.27
Retailing 0.03 0.15
Beverages - 1.16

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