HDFC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Invest NowDSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Invest NowChart Comparison
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 |
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% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 34.85 | 3.33 |
Large Cap | 51.6 | 33.1 |
Small Cap | 7.44 | 2.82 |
Mid Cap | 6.11 | 4.68 |
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
3Y Returns5.43%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.44%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.56%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.23%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.37%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.86%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns6.68%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.54%