DSP Dynamic Asset Allocation Fund vs HDFC Balanced Advantage Fund compare

Link copied to clipboard!

HDFC Balanced Advantage Fund - Growth Plan

Invest Now

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Moderate
Asset Size (Cr)	₹94251 Cr	₹3186 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2000	06 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	1.35	1.93
Manager	Anil Bamboli	Laukik Bagwe
ISIN Code	INF179K01830	INF740K01K57
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	4.83%	3.86%
6 Month	-5.19%	-1.22%
1 Year	8.6%	12.57%
3 Year	19.83%	10.91%
5 Year	27%	13.22%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-1.26%	0.91%
1 Year	-2.02%	4.91%
3 Year	17.92%	12.35%
5 Year	20.87%	10.75%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	18.17%	8.72%
3 Year	15.89%	8.5%
5 Year	14.91%	8.08%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	9.701%	6.718%
Sharp	1.207%	0.446%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme 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
Funds Managed	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
Others	45.54	33.2
Large Cap	52.58	50.33
Small Cap	6.1	9.5
Mid Cap	6.45	6.96

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	43.92	33.18
Communication Services	2.71	1.8
Energy	7.4	7.21
Technology	5.37	3.18
Industrials	8.87	7.16
Basic Materials	2	7.04
Financial Services	22.36	24.4
Consumer Cyclical	5.5	4.82
Consumer Defensive	2.65	3.94
Real Estate	1.44	0.37
Healthcare	4.17	2.45
Utilities	4.3	4.47