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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) | ₹1555 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 | -0.41% | -3.96% |
| 6 Month | 3.64% | 4.84% |
| 1 Year | 4.52% | -5.12% |
| 3 Year | 11.73% | - |
| 5 Year | 10.07% | - |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.34% | 3.66% |
| 1 Year | 5.08% | 2.96% |
| 3 Year | 11.12% | - |
| 5 Year | 10.31% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.43% | 30.29% |
| 3 Year | 9.25% | - |
| 5 Year | 9.81% | - |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.62% | - |
| Sharp | 0.82% | - |
| 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 | 34.11 | 32.13 |
| Large Cap | 48.59 | 58.03 |
| Small Cap | 9.61 | 5.12 |
| Mid Cap | 7.69 | 4.71 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 32.29 | 28.04 |
| Energy | 1.93 | - |
| Technology | 6.41 | - |
| Consumer Defensive | 6.81 | 7.29 |
| Consumer Cyclical | 5.76 | 13.6 |
| Industrials | 4.76 | 2.75 |
| Healthcare | 7.85 | 8.56 |
| Basic Materials | 1.27 | - |
| Financial Services | 27.06 | 28.06 |
| Utilities | 3.78 | 8.77 |
| Real Estate | 2.09 | 2.93 |
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