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	Moderately High	Moderately High
Asset Size (Cr)	₹3212 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

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1.01%	-3.02%
6 Month	-0.22%	-1.71%
1 Year	10.58%	7.36%
3 Year	9.39%	9.95%
5 Year	9.32%	9.84%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	6.59%	4.07%
3 Year	12.15%	12.36%
5 Year	10.7%	11.05%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.72%	8.61%
3 Year	8.5%	9.03%
5 Year	8.08%	9.29%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	6.3%	5.55%
Sharp	0.52%	0.82%
Beta	0.74%	0.73%
Alpha	-0.02%	1.73%

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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
Fund Manage	10	9
	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-0.53999999999999	52.08
Large Cap	48.53	33.67
Mid Cap	9.66	15.24
Small Cap	8.41	18.76

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-0.53999999999999	52.08
Petroleum Products	2.46	1.99
IT - Software	3.29	4.97
Pharmaceuticals & Biotechnology	2.2	7.17
Construction	2.16	2.32
Banks	17.56	12.4
Diversified FMCG	1.92	-
Non - Ferrous Metals	0.91	0.09
Agricultural, Commercial & Construction Vehicles	0.38	-
Leisure Services	0.43	1.77
Consumer Durables	2.53	4.71
Aerospace & Defense	1.66	0.44
Cement & Cement Products	1.07	-
Ferrous Metals	0.31	-
Fertilizers & Agrochemicals	0.27	1.15
Realty	0.73	3.59
Chemicals & Petrochemicals	0.7	0.59
Insurance	1.58	-
Industrial Manufacturing	0.51	-
Automobiles	2.2	0.76
Finance	4.9	4
Telecom - Services	1.66	-
Gas	0.1	-
Industrial Products	1.1	4.55
Diversified Metals	1.03	-
Oil	0.51	-
Power	3.89	3.41
Metals & Minerals Trading	4	-
Food Products	0.72	-
Consumable Fuels	0.9	-
Personal Products	0.48	0.14
Minerals & Mining	0.77	-
Transport Services	0.25	-
Retailing	0.15	1.74
Transport Infrastructure	1.23	-
Capital Markets	0.05	3.27
Auto Components	0.83	0.79
Beverages	1.16	1.78
Healthcare Services	-	1.11
Paper, Forest & Jute Products	-	0.74
Electrical Equipment	-	1.73
Financial Technology (Fintech)	-	1.72
Commercial Services & Supplies	-	0.74