Quant Dynamic Asset Allocation Fund Regular vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹102790 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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-1.85%	-2.71%
6 Month	5.18%	5.03%
1 Year	1.1%	-5.76%
3 Year	19.61%	-
5 Year	23.79%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.53%	3.8%
1 Year	4.36%	2.58%
3 Year	15.79%	-
5 Year	18.78%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	17.49%	30.29%
3 Year	16.2%	-
5 Year	15.09%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	9.16%	-
Sharp	1.34%	-
Beta	-	-
Alpha	-	-

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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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	34.65	34.8
Large Cap	51.91	56.39
Small Cap	6.09	4.3
Mid Cap	7.35	4.51

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	31.87	30.94
Communication Services	3.6	-
Energy	7.41	0
Technology	5.85	-
Industrials	8.45	2.5
Consumer Defensive	2.62	7.08
Financial Services	22.17	29.11
Consumer Cyclical	6.25	12.9
Basic Materials	1.95	-
Real Estate	1.44	3.01
Healthcare	4.09	5.87
Utilities	4.3	8.59