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)	₹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

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	0.47%	-2.11%
6 Month	4.92%	5.36%
1 Year	3%	-5.97%
3 Year	12.36%	-
5 Year	10.53%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	3.59%	5.37%
1 Year	6.29%	6.07%
3 Year	11.9%	-
5 Year	10.78%	-

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%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	6.75%	-
Sharp	0.96%	-
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	34.11	34.8
Large Cap	48.59	56.39
Small Cap	9.61	4.3
Mid Cap	7.69	4.51

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.29	30.94
Energy	1.93	0
Technology	6.41	-
Consumer Defensive	6.81	7.08
Consumer Cyclical	5.76	12.9
Industrials	4.76	2.5
Healthcare	7.85	5.87
Basic Materials	1.27	-
Financial Services	27.06	29.11
Utilities	3.78	8.59
Real Estate	2.09	3.01