HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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