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DSP Dynamic Asset Allocation Fund vs HSBC Balanced Advantage Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹3636 Cr | ₹1588 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Feb 2014 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 429% | 49% |
| Expense Ratio | 1.93 | 2.11 |
| Manager | Laukik Bagwe | Mahesh A Chhabria |
| ISIN Code | INF740K01K57 | INF917K01KY4 |
| Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.65% | -0.37% |
| 6 Month | 3.05% | 1.15% |
| 1 Year | 6.26% | -0.15% |
| 3 Year | 12.15% | 11.21% |
| 5 Year | 9.5% | 9.2% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.76% | 1.02% |
| 1 Year | 11.04% | 6.66% |
| 3 Year | 11.79% | 9.62% |
| 5 Year | 10.64% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.58% | 8.21% |
| 3 Year | 8.81% | 9.47% |
| 5 Year | 8.45% | 9.95% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.3% | 6.62% |
| Sharp | 1.08% | 0.71% |
| Beta | 0.77% | 0.85% |
| Alpha | 2.35% | 0.77% |
Fund Managers
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Laukik Bagwe | Mahesh A Chhabria |
| Total AUM | ₹12579 Cr | ₹15021 Cr |
| Funds Managed | 10 | 9 |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 36.07 | 36.06 |
| Large Cap | 54.35 | 45.68 |
| Small Cap | 7.1 | 10.02 |
| Mid Cap | 2.48 | 8.24 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.82 | 31.53 |
| Energy | 6.85 | 2.34 |
| Technology | 4.92 | 5.92 |
| Industrials | 6.45 | 7.35 |
| Financial Services | 25.68 | 23.94 |
| Consumer Defensive | 4.04 | 7.74 |
| Basic Materials | 4.53 | 1.08 |
| Healthcare | 2.57 | 7.61 |
| Consumer Cyclical | 4.82 | 7.44 |
| Utilities | 5.49 | 3.28 |
| Communication Services | 1.84 | - |
| Real Estate | - | 1.76 |
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