DSP Dynamic Asset Allocation Fund vs HSBC Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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 1.37% 0.98%
6 Month 11.9% 10.57%
1 Year 21.35% 23.64%
3 Year 10.18% 11.7%
5 Year 11.48% 11.86%

SIP Return Analysis

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 9.47% 8.57%
3 Year 20.56% 21.35%
5 Year 32.56% 33.62%

Rolling Lumpsum Returns

Scheme Name DSP Dynamic Asset Allocation Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.46% 8.46%
3 Year 8.42% 8.93%
5 Year 8.01% 8.95%

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%

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

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns5.54%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.54%

Compare Now

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns20.24%

VS

Axis Focused Fund - Regular Plan - Growth Option Axis Focused Fund - Regular Plan - Growth Option

3Y Returns6.95%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns5.55%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.71%

Compare Now

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.6%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.58%

Compare Now
Request call back
Add to Cart Successfully