HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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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)	₹94866 Cr	₹3212 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	0.88%	0.24%
6 Month	2.11%	3.3%
1 Year	18.54%	13.68%
3 Year	22.59%	9.85%
5 Year	20.03%	10.18%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.12%	10.87%
3 Year	22.88%	13.32%
5 Year	23.82%	11.55%

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%

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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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	46.37	-0.53999999999999
Large Cap	54.24	48.53
Small Cap	7.04	8.41
Mid Cap	6.84	9.66

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	46.37	-0.53999999999999
Telecom - Services	2.55	1.66
Petroleum Products	4.95	2.46
Electrical Equipment	0.68	-
IT - Software	4.29	3.29
Pharmaceuticals & Biotechnology	4.04	2.2
Industrial Manufacturing	1.49	0.51
Cement & Cement Products	0.19	1.07
Transport Services	0.53	0.25
Construction	4.24	2.16
Finance	4.25	4.9
Ferrous Metals	0.49	0.31
Consumer Durables	0.31	2.53
Banks	18.34	17.56
Diversified FMCG	2.77	1.92
Non - Ferrous Metals	0.12	0.91
Realty	1.36	0.73
Agricultural, Commercial & Construction Vehicles	0.65	0.38
Leisure Services	0.06	0.43
Automobiles	3.27	2.2
Aerospace & Defense	1.44	1.66
Power	4.23	3.89
Insurance	0.84	1.58
Personal Products	0.01	0.48
Gas	0.78	0.1
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	1.03
Oil	0.26	0.51
Food Products	0.08	0.72
Entertainment	0.11	-
Industrial Products	0.34	1.1
Auto Components	0.88	0.83
Chemicals & Petrochemicals	0.37	0.7
Capital Markets	0.1	0.05
Metals & Minerals Trading	0.1	4
Healthcare Services	0.23	-
Transport Infrastructure	0.87	1.23
Consumable Fuels	2.66	0.9
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	0.77
Fertilizers & Agrochemicals	0.09	0.27
Retailing	0.03	0.15
Beverages	-	1.16