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Quant Dynamic Asset Allocation Fund Regular vs HSBC Balanced Advantage Fund compare

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 1.91% 2.82%
6 Month -0.54% -3.51%
1 Year 6.93% -1.63%
3 Year 11.07% -
5 Year 11.84% -

SIP Return Analysis

Scheme Name HSBC Balanced Advantage Fund - Regular Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month 0.95% 1.47%
1 Year 1.73% -6.88%
3 Year 11.6% -
5 Year 10.46% -

Rolling Lumpsum Returns

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% -

Risk Management

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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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 34.98 35.6
Large Cap 35.51 56.58
Small Cap 17.5 3.88
Mid Cap 12.01 3.94

Sector Allocation

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

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