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HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation 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) | ₹3532 Cr | ₹1556 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 | 1.75% | 1.05% |
| 6 Month | 4.83% | 4.49% |
| 1 Year | 6.65% | 3.46% |
| 3 Year | 12.16% | 11.88% |
| 5 Year | 10.66% | 10.1% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.76% | 0.5% |
| 1 Year | 6.67% | 4.83% |
| 3 Year | 10.7% | 9.59% |
| 5 Year | 9.89% | 9.63% |
Rolling Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.73% | 8.33% |
| 3 Year | 8.75% | 9.3% |
| 5 Year | 8.36% | 9.9% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.69% | 6.63% |
| Sharp | 0.91% | 0.75% |
| Beta | 0.75% | 0.84% |
| Alpha | 1.37% | 0.73% |
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 | 34.43 | 36.32 |
| Large Cap | 55.81 | 45.15 |
| Small Cap | 7.21 | 10.26 |
| Mid Cap | 2.55 | 8.26 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.84 | 33.52 |
| Energy | 7.66 | 2.19 |
| Technology | 3.09 | 5.22 |
| Industrials | 6 | 6.94 |
| Financial Services | 25.47 | 23.39 |
| Consumer Defensive | 4.03 | 7.92 |
| Basic Materials | 4.58 | 1.07 |
| Healthcare | 2.87 | 7.05 |
| Consumer Cyclical | 5.54 | 7.68 |
| Utilities | 5.18 | 3.25 |
| Communication Services | 1.73 | - |
| Real Estate | - | 1.78 |
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