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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) | ₹3690 Cr | ₹1591 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 | -0.24% | -0.45% |
| 6 Month | 3.69% | 1.76% |
| 1 Year | 7.16% | 0.75% |
| 3 Year | 12.28% | 11.38% |
| 5 Year | 9.36% | 9.08% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.46% | 0.75% |
| 1 Year | 10.88% | 7.14% |
| 3 Year | 11.68% | 9.58% |
| 5 Year | 10.58% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.55% | 8.18% |
| 3 Year | 8.84% | 9.48% |
| 5 Year | 8.48% | 9.93% |
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% | 0.70% |
| 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 | 36.55 | 35.88 |
| Large Cap | 54.96 | 46.2 |
| Small Cap | 6.1 | 9.95 |
| Mid Cap | 2.39 | 7.97 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.06 | 31.43 |
| Energy | 6.08 | 2.15 |
| Technology | 5.73 | 5.6 |
| Industrials | 6.31 | 7.23 |
| Financial Services | 27.29 | 26.84 |
| Consumer Defensive | 4.04 | 7.21 |
| Basic Materials | 4.15 | 1.03 |
| Healthcare | 2.45 | 7.21 |
| Consumer Cyclical | 5.4 | 6.47 |
| Utilities | 4.91 | 3.16 |
| Communication Services | 1.6 | - |
| Real Estate | - | 1.68 |
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