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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) | ₹3503 Cr | ₹1554 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 | 0.81% | 0.75% |
| 6 Month | 7.55% | 9.02% |
| 1 Year | 4.6% | 1.96% |
| 3 Year | 10.75% | 11.51% |
| 5 Year | 10.67% | 10.07% |
SIP Return Analysis
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.96% | 2.06% |
| 1 Year | 8.27% | 6.93% |
| 3 Year | 11.85% | 11.09% |
| 5 Year | 10.46% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.85% | 8.43% |
| 3 Year | 8.71% | 9.25% |
| 5 Year | 8.29% | 9.81% |
Risk Management
| Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.78% | 6.70% |
| Sharp | 0.67% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.3 | 35.79 |
| Large Cap | 52.51 | 46.49 |
| Small Cap | 7.74 | 10.31 |
| Mid Cap | 5.45 | 7.4 |
Sector Allocation
| Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.64 | 33.54 |
| Energy | 7.44 | 1.77 |
| Technology | 3.02 | 6.52 |
| Industrials | 7.43 | 5.02 |
| Financial Services | 21.97 | 25.75 |
| Consumer Defensive | 4.03 | 6.89 |
| Basic Materials | 5.47 | 1.04 |
| Consumer Cyclical | 6.11 | 5.96 |
| Healthcare | 3.07 | 7.88 |
| Utilities | 5.04 | 3.7 |
| Real Estate | 0.96 | 1.94 |
| Communication Services | 1.83 | - |
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