DSP Dynamic Asset Allocation Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Fund DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹3186 Cr ₹1446 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Feb 2014 01 Jan 2013
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 429% 49%
Expense Ratio 1.95 2.12
Manager Laukik Bagwe Mahesh A Chhabria
ISIN Code INF740K01K57 INF917K01KY4
Exits Load Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month -2.18% -1.82%
6 Month 6.49% 6.47%
1 Year 18.07% 18.45%
3 Year 9.09% 10.21%
5 Year 10.1% 10.76%

SIP Return Analysis

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 16.04% 15.05%
3 Year 14.34% 15.13%
5 Year 12.07% 12.71%

Rolling Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.51% 8.47%
3 Year 8.42% 8.89%
5 Year 8.01% 8.9%

Risk Management

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.3% 5.55%
Sharp 0.52% 0.82%
Beta 0.74% 0.73%
Alpha -0.02% 1.73%

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Fund Managers

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Name Laukik Bagwe Mahesh A Chhabria
Total AUM ₹12579 Cr ₹15021 Cr
Fund Manage 10 9
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 3.33 33.62
Large Cap 33.1 30.99
Mid Cap 4.68 18.95
Small Cap 2.82 16.44

Sector Allocation

Scheme Name

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Energy 2.02 6.84
Healthcare 0.89 7.24
Metals & Mining 1.03 0.97
Financial 13.6 33.15
Construction 0.34 6.93
Consumer Discretionary 1.19 1.12
Chemicals 6.9388939039072E-17 1.32
Consumer Staples 2.36 4.63
Materials 1.94 3.09
Services -0.01 7.59
Automobile 2.78 1.22
Capital Goods 0.98 4.76
Communication 0.84 2.74
Sovereign 14.87 11.69
Technology 1.1 3.94
Others - 2.29
Textiles - 0.48

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