DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹89878 Cr | ₹3186 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Feb 1994 | 05 Feb 2014 |
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 | 21.38% | 429% |
Expense Ratio | 1.36 | 1.95 |
Manager | Anil Bamboli | Laukik Bagwe |
ISIN Code | INF179K01830 | INF740K01K57 |
Exits Load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.8% | 1.37% |
6 Month | 14.14% | 11.9% |
1 Year | 37.88% | 21.35% |
3 Year | 25.15% | 10.18% |
5 Year | 22.06% | 11.48% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.09% | 9.47% |
3 Year | 46.46% | 20.56% |
5 Year | 86.54% | 32.56% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 23.04% | 10.66% |
3 Year | 65.03% | 25.37% |
5 Year | 91.64% | 35.46% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.4% | 6.3% |
Sharp | 1.72% | 0.52% |
Beta | 0.99% | 0.74% |
Alpha | 11.94% | -0.02% |
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Get Free Experts GuidanceScheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Laukik Bagwe |
Total AUM | ₹135442 Cr | ₹12579 Cr |
Fund Manage | 12 | 10 |
HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Large Cap | 51.6 | 33.1 |
Others | 34.85 | 3.33 |
Mid Cap | 6.11 | 4.68 |
Small Cap | 7.44 | 2.82 |
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Banks | 16.75 | - |
Others | 33.27 | - |
Consumable Fuels | 3.64 | - |
Power | 4.33 | - |
Petroleum Products | 4.65 | - |
Construction | 4.33 | 0.34 |
IT - Software | 4.11 | - |
Diversified FMCG | 2.39 | - |
Telecom - Services | 2.17 | - |
Finance | 4.33 | - |
Pharmaceuticals & Biotechnology | 3.16 | - |
Automobiles | 2.62 | - |
Gas | 1 | - |
Aerospace & Defense | 2.96 | - |
Industrial Manufacturing | 1.87 | - |
Realty | 1.28 | - |
Transport Infrastructure | 0.96 | - |
Electrical Equipment | 0.62 | - |
Auto Components | 0.97 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | - |
Insurance | 0.8 | - |
Oil | 0.39 | - |
Consumer Durables | 0.45 | - |
Diversified Metals | 0.28 | - |
Industrial Products | 0.27 | - |
Chemicals & Petrochemicals | 0.2 | - |
Healthcare Services | 0.17 | - |
Ferrous Metals | 0.26 | - |
Entertainment | 0.15 | - |
Food Products | 0.12 | - |
Non - Ferrous Metals | 0.12 | - |
Metals & Minerals Trading | 0.09 | - |
Transport Services | 0.15 | - |
Capital Markets | 0.08 | - |
Cement & Cement Products | 0.13 | - |
Fertilizers & Agrochemicals | 0.09 | - |
Financial Technology (Fintech) | 0.04 | - |
Leisure Services | 0.06 | - |
Retailing | 0.03 | - |
Personal Products | 0.01 | - |
Agricultural Food & other Products | 0.01 | - |
Financial | - | 13.6 |
Sovereign | - | 14.87 |
Services | - | -0.01 |
Materials | - | 1.94 |
Automobile | - | 2.78 |
Energy | - | 2.02 |
Consumer Staples | - | 2.36 |
Metals & Mining | - | 1.03 |
Technology | - | 1.1 |
Capital Goods | - | 0.98 |
Healthcare | - | 0.89 |
Communication | - | 0.84 |
Consumer Discretionary | - | 1.19 |
Chemicals | - | 0 |
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