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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) | ₹101080 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 | 1.44% | 0.72% |
| 6 Month | 9.62% | 10.79% |
| 1 Year | 1.53% | -5.22% |
| 3 Year | 18.15% | - |
| 5 Year | 23.49% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.01% | 1.77% |
| 1 Year | 8.02% | 7.07% |
| 3 Year | 15.55% | - |
| 5 Year | 18.21% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.18% | - |
| Sharp | 1.14% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 32.13 |
| Large Cap | 51.34 | 58.03 |
| Small Cap | 5.79 | 5.12 |
| Mid Cap | 7.11 | 4.71 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 33.05 | 28.04 |
| Communication Services | 3.53 | - |
| Energy | 6.92 | - |
| Technology | 5.83 | - |
| Industrials | 8.06 | 2.75 |
| Consumer Defensive | 2.72 | 7.29 |
| Financial Services | 21.59 | 28.06 |
| Basic Materials | 2.04 | - |
| Consumer Cyclical | 6.36 | 13.6 |
| Real Estate | 1.5 | 2.93 |
| Healthcare | 4.2 | 8.56 |
| Utilities | 4.21 | 8.77 |
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