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Quant Dynamic Asset Allocation Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹108205 Cr | ₹1274 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 12 Apr 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 21.38% | % |
| Expense Ratio | 1.35 | 2.12 |
| Manager | Anil Bamboli | Sanjeev Sharma |
| ISIN Code | INF179K01830 | INF966L01BO9 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.99% | -6.24% |
| 6 Month | 0.03% | -7.36% |
| 1 Year | 6.81% | -0.84% |
| 3 Year | 16.72% | - |
| 5 Year | 18.28% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.88% | -3.57% |
| 1 Year | 7.8% | -1.7% |
| 3 Year | 12.62% | - |
| 5 Year | 16.11% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.24% | 3.94% |
| 3 Year | 16.36% | - |
| 5 Year | 15.13% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.4% | - |
| Sharp | 1.31% | - |
| Beta | 1.13% | - |
| Alpha | 5.43% | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Name | Anil Bamboli | Sanjeev Sharma |
| Total AUM | ₹135442 Cr | ₹39731 Cr |
| Funds Managed | 12 | 22 |
| HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 33.08 | 39.49 |
| Large Cap | 54.16 | 47.1 |
| Small Cap | 5.3 | 5.23 |
| Mid Cap | 7.46 | 8.18 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 28.63 | 33.95 |
| Communication Services | 3.63 | - |
| Energy | 7.8 | - |
| Technology | 6.48 | - |
| Industrials | 8.05 | 2.24 |
| Financial Services | 23.72 | 17.86 |
| Basic Materials | 2.21 | - |
| Consumer Cyclical | 6.99 | 16.14 |
| Consumer Defensive | 2.5 | 7.85 |
| Healthcare | 4.22 | 5.57 |
| Real Estate | 1.83 | 5.58 |
| Utilities | 3.94 | 10.81 |
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