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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) | ₹1581 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 | -0.34% | -3.28% |
| 6 Month | 0.15% | -4.83% |
| 1 Year | 4.09% | 1.84% |
| 3 Year | 11.46% | - |
| 5 Year | 8.64% | - |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.27% | -3.57% |
| 1 Year | 4.27% | -1.7% |
| 3 Year | 8.24% | - |
| 5 Year | 9.09% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.17% | 4.03% |
| 3 Year | 9.52% | - |
| 5 Year | 9.9% | - |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 5.55% | - |
| Sharp | 0.88% | - |
| Beta | 0.83% | - |
| Alpha | 1.45% | - |
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 | 36.98 | 39.49 |
| Large Cap | 45.91 | 47.1 |
| Small Cap | 9.82 | 5.23 |
| Mid Cap | 7.29 | 8.18 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 31.18 | 33.95 |
| Energy | 2.16 | - |
| Technology | 6.99 | - |
| Consumer Defensive | 6.53 | 7.85 |
| Consumer Cyclical | 6.49 | 16.14 |
| Industrials | 7.81 | 2.24 |
| Financial Services | 26.32 | 17.86 |
| Healthcare | 6.8 | 5.57 |
| Basic Materials | 1.09 | - |
| Utilities | 3.01 | 10.81 |
| Real Estate | 1.61 | 5.58 |
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