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Quant Dynamic Asset Allocation Fund Regular vs HSBC Balanced Advantage Fund compare
HSBC Balanced Advantage Fund - Regular Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
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) | ₹1591 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 | -0.45% | -1.62% |
| 6 Month | 1.76% | 0.47% |
| 1 Year | 0.75% | 1.1% |
| 3 Year | 11.38% | - |
| 5 Year | 9.08% | - |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.75% | 0.38% |
| 1 Year | 7.14% | 8.47% |
| 3 Year | 9.58% | - |
| 5 Year | 9.71% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.18% | 20.49% |
| 3 Year | 9.48% | - |
| 5 Year | 9.93% | - |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.62% | - |
| Sharp | 0.70% | - |
| Beta | 0.85% | - |
| Alpha | 0.77% | - |
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 | 35.88 | 39.49 |
| Large Cap | 46.2 | 47.1 |
| Small Cap | 9.95 | 5.23 |
| Mid Cap | 7.97 | 8.18 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 31.43 | 33.95 |
| Energy | 2.15 | - |
| Technology | 5.6 | - |
| Consumer Defensive | 7.21 | 7.85 |
| Consumer Cyclical | 6.47 | 16.14 |
| Industrials | 7.23 | 2.24 |
| Financial Services | 26.84 | 17.86 |
| Healthcare | 7.21 | 5.57 |
| Basic Materials | 1.03 | - |
| Utilities | 3.16 | 10.81 |
| Real Estate | 1.68 | 5.58 |
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