DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare

DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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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)	₹103041 Cr	₹3532 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	2.32%	1.8%
6 Month	5.07%	4.59%
1 Year	8.48%	8.49%
3 Year	18.35%	12.23%
5 Year	22.23%	10.01%

SIP Return Analysis

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.82%	2.55%
1 Year	12.24%	10.83%
3 Year	15.27%	11.96%
5 Year	17.67%	10.66%

Rolling Lumpsum Returns

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	17.48%	8.59%
3 Year	16.27%	8.79%
5 Year	15.08%	8.43%

Risk Management

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	8.75%	5.69%
Sharp	1.26%	0.91%
Beta	1.16%	0.75%
Alpha	5.14%	1.37%

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	34.5	34.43
Large Cap	52.86	55.81
Small Cap	5.81	7.21
Mid Cap	6.83	2.55

Sector Allocation

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	31.65	33.84
Communication Services	3.42	1.73
Energy	7.23	7.66
Technology	5.36	3.09
Industrials	7.96	6
Consumer Defensive	2.64	4.03
Financial Services	22.86	25.47
Basic Materials	2.31	4.58
Consumer Cyclical	6.76	5.54
Healthcare	4.04	2.87
Real Estate	1.55	-
Utilities	4.21	5.18

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