HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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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	-1.34%	-0.34%
6 Month	-7.38%	-2.53%
1 Year	4.66%	9.73%
3 Year	19.27%	10.29%
5 Year	24.29%	11.15%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-4.69%	-1.98%
1 Year	-7.08%	1.11%
3 Year	15.88%	10.79%
5 Year	19.7%	9.86%

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	-	-

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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
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