- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
HDFC Balanced Advantage Fund Regular Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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) | ₹107971 Cr | ₹3690 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 | -0.82% | -0.22% |
| 6 Month | 3.61% | 4.18% |
| 1 Year | 5.76% | 7.69% |
| 3 Year | 17.4% | 12.3% |
| 5 Year | 19.6% | 9.39% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 1.67% |
| 1 Year | 8.72% | 9.01% |
| 3 Year | 13.79% | 11.37% |
| 5 Year | 16.95% | 10.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.35% | 8.55% |
| 3 Year | 16.32% | 8.84% |
| 5 Year | 15.11% | 8.48% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.69% | 5.69% |
| Sharp | 1.18% | 0.93% |
| Beta | 1.16% | 0.76% |
| Alpha | 4.92% | 1.74% |
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 | 33.92 | 36.55 |
| Large Cap | 53.76 | 54.96 |
| Small Cap | 5.26 | 6.1 |
| Mid Cap | 7.06 | 2.39 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.67 | 32.06 |
| Communication Services | 3.62 | 1.6 |
| Energy | 7.59 | 6.08 |
| Technology | 6.11 | 5.73 |
| Industrials | 7.82 | 6.31 |
| Financial Services | 23.67 | 27.29 |
| Basic Materials | 2.16 | 4.15 |
| Consumer Cyclical | 6.89 | 5.4 |
| Consumer Defensive | 2.53 | 4.04 |
| Healthcare | 4.18 | 2.45 |
| Real Estate | 1.83 | - |
| Utilities | 3.93 | 4.91 |
Top Comparisons
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.54%
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.12%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns19.18%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns16.91%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.12%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns12.47%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.47%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.81%
