HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

Invest Now

tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month -1.36% -0.86%
6 Month 3.04% 6.23%
1 Year 25.1% 18.65%
3 Year 21.02% 9.58%
5 Year 19.86% 10.32%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 18.18% 8.51%
3 Year 15.79% 8.42%
5 Year 14.82% 8.01%

Risk Management

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%

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 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

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 34.85 3.33
Large Cap 51.6 33.1
Small Cap 7.44 2.82
Mid Cap 6.11 4.68

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 33.27 -
Telecom - Services 2.17 -
Petroleum Products 4.65 -
Electrical Equipment 0.62 -
IT - Software 4.11 -
Pharmaceuticals & Biotechnology 3.16 -
Industrial Manufacturing 1.87 -
Cement & Cement Products 0.13 -
Transport Services 0.15 -
Construction 4.33 0.34
Finance 4.33 -
Ferrous Metals 0.26 -
Consumer Durables 0.45 -
Banks 16.75 -
Diversified FMCG 2.39 -
Non - Ferrous Metals 0.12 -
Realty 1.28 -
Agricultural, Commercial & Construction Vehicles 0.69 -
Leisure Services 0.06 -
Automobiles 2.62 -
Aerospace & Defense 2.96 -
Power 4.33 -
Insurance 0.8 -
Personal Products 0.01 -
Gas 1 -
Entertainment 0.15 -
Agricultural Food & other Products 0.01 -
Diversified Metals 0.28 -
Oil 0.39 -
Food Products 0.12 -
Chemicals & Petrochemicals 0.2 -
Capital Markets 0.08 -
Metals & Minerals Trading 0.09 -
Healthcare Services 0.17 -
Auto Components 0.97 -
Industrial Products 0.27 -
Transport Infrastructure 0.96 -
Consumable Fuels 3.64 -
Financial Technology (Fintech) 0.04 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 -
Energy - 2.02
Healthcare - 0.89
Metals & Mining - 1.03
Financial - 13.6
Consumer Discretionary - 1.19
Chemicals - 6.9388939039072E-17
Consumer Staples - 2.36
Materials - 1.94
Services - -0.01
Automobile - 2.78
Capital Goods - 0.98
Communication - 0.84
Sovereign - 14.87
Technology - 1.1

Top Comparisons

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.43%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.44%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.56%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.23%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.37%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns14.86%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns6.68%

VS

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.54%

Compare Now
Request call back
Add to Cart Successfully