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HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Moderate
Asset Size (Cr) ₹94251 Cr ₹3186 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 - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 3.55% 2.07%
6 Month 4.28% 4.52%
1 Year 8.7% 11.79%
3 Year 22.7% 13.34%
5 Year 27.79% 13.47%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 5.28% 4.27%
1 Year 7.56% 9%
3 Year 19.53% 13.4%
5 Year 21.19% 11.25%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 18.17% 8.72%
3 Year 15.89% 8.5%
5 Year 14.91% 8.08%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 9.701% 6.718%
Sharp 1.207% 0.446%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan 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 - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 45.54 33.2
Large Cap 52.58 50.33
Small Cap 6.1 9.5
Mid Cap 6.45 6.96

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 43.92 33.18
Communication Services 2.71 1.8
Energy 7.4 7.21
Technology 5.37 3.18
Industrials 8.87 7.16
Basic Materials 2 7.04
Financial Services 22.36 24.4
Consumer Cyclical 5.5 4.82
Consumer Defensive 2.65 3.94
Real Estate 1.44 0.37
Healthcare 4.17 2.45
Utilities 4.3 4.47

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