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)	₹1504 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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	1.89%	5.34%
6 Month	1.72%	4.03%
1 Year	8.43%	3.12%
3 Year	12.9%	-
5 Year	12.95%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.82%	5.82%
1 Year	4.65%	2.41%
3 Year	12.29%	-
5 Year	10.83%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.61%	52.56%
3 Year	9.03%	-
5 Year	9.29%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	6.954%	-
Sharp	0.453%	-
Beta	-	-
Alpha	-	-

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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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	34.98	35.6
Large Cap	35.51	56.58
Small Cap	17.5	3.88
Mid Cap	12.01	3.94

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	34.7	34.43
Energy	2.98	13.33
Technology	8.81	-
Financial Services	21.09	22.2
Industrials	7.87	7.52
Healthcare	6.65	5.11
Basic Materials	1.87	-
Real Estate	2.71	-
Consumer Defensive	2.37	9.01
Utilities	3.73	-
Consumer Cyclical	7.2	8.4