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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 Regular Growth

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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 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) ₹102790 Cr ₹3454 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 -1.67% 0.03%
6 Month 6.73% 5.9%
1 Year 1.35% 5.98%
3 Year 20.04% 11.58%
5 Year 23.75% 10.94%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 3.3% 2.97%
1 Year 6.49% 8.02%
3 Year 17.08% 12.57%
5 Year 19.63% 10.9%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund Regular Growth 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 Regular Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 9.41% 6.43%
Sharp 1.60% 1.04%
Beta - -
Alpha - -

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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 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 Regular Growth

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

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