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HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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) ₹3186 Cr ₹1504 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 0.32% 0.94%
6 Month 2.91% -1.37%
1 Year 8.25% 7.1%
3 Year 13.9% 13.69%
5 Year 11.97% 11.75%

SIP Return Analysis

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 4.3% 4.26%
1 Year 8.49% 5.46%
3 Year 12.84% 12.07%
5 Year 10.99% 10.77%

Rolling Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.91% 8.49%
3 Year 8.61% 9.16%
5 Year 8.19% 9.69%

Risk Management

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.718% 6.954%
Sharp 0.446% 0.453%
Beta - -
Alpha - -

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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 33.2 34.98
Large Cap 50.33 35.51
Mid Cap 6.96 12.01
Small Cap 9.5 17.5

Sector Allocation

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 33.18 34.7
Energy 7.21 2.98
Technology 3.18 8.81
Healthcare 2.45 6.65
Industrials 7.16 7.87
Financial Services 24.4 21.09
Consumer Defensive 3.94 2.37
Basic Materials 7.04 1.87
Consumer Cyclical 4.82 7.2
Communication Services 1.8 -
Utilities 4.47 3.73
Real Estate 0.37 2.71

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