DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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 | Moderate |
Asset Size (Cr) | ₹100299 Cr | ₹3397 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 | 1.11% | 1.04% |
6 Month | 6.37% | 5.94% |
1 Year | 3.11% | 6.9% |
3 Year | 22.19% | 13.06% |
5 Year | 24.39% | 11.12% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.63% | 3.96% |
1 Year | 9.21% | 8.88% |
3 Year | 18.02% | 12.74% |
5 Year | 20.07% | 10.97% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.82% | 8.91% |
3 Year | 16.09% | 8.61% |
5 Year | 15.02% | 8.19% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.41% | 6.43% |
Sharp | 1.60% | 1.04% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 34.65 | 33.87 |
Large Cap | 51.91 | 50.9 |
Small Cap | 6.09 | 8.87 |
Mid Cap | 7.35 | 6.36 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 31.87 | 33.14 |
Communication Services | 3.6 | 1.97 |
Basic Materials | 1.95 | 6.15 |
Energy | 7.41 | 7.94 |
Technology | 5.85 | 2.79 |
Industrials | 8.45 | 7.47 |
Consumer Defensive | 2.62 | 4.06 |
Financial Services | 22.17 | 21.52 |
Consumer Cyclical | 6.25 | 6.01 |
Real Estate | 1.44 | 1.04 |
Healthcare | 4.09 | 2.84 |
Utilities | 4.3 | 5.07 |
Top Comparisons
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.26%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.63%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.77%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.28%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns17.02%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns20.6%
ICICI Prudential Quant Fund Growth
3Y Returns20.3%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns20.72%