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

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

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HSBC 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	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹1556 Cr	₹1274 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	07 Feb 2011	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	49%	%
Expense Ratio	2.11	2.12
Manager	Mahesh A Chhabria	Sanjeev Sharma
ISIN Code	INF917K01KY4	INF966L01BO9
Exits Load	HSBC 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	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	1.91%	3.05%
6 Month	4.78%	6.03%
1 Year	4.22%	2.75%
3 Year	12.1%	-
5 Year	10.17%	-

SIP Return Analysis

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	1.65%	1.25%
1 Year	7.78%	9.79%
3 Year	10.86%	-
5 Year	10.38%	-

Rolling Lumpsum Returns

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.33%	20.49%
3 Year	9.3%	-
5 Year	9.9%	-

Risk Management

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	6.62%	-
Sharp	0.74%	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Mahesh A Chhabria	Sanjeev Sharma
Total AUM	₹15021 Cr	₹39731 Cr
Funds Managed	9	22
	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	36.32	27.49
Large Cap	45.15	62.85
Small Cap	10.26	4.87
Mid Cap	8.26	4.79

Sector Allocation

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	33.52	21.55
Energy	2.19	-
Technology	5.22	-
Consumer Defensive	7.92	7.58
Consumer Cyclical	7.68	14.7
Industrials	6.94	2.85
Financial Services	23.39	34.03
Healthcare	7.05	7.29
Basic Materials	1.07	-
Utilities	3.25	9.15
Real Estate	1.78	2.85

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