HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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 |
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% |
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% |
Scheme Name | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 10.66% | 11.08% |
3 Year | 25.37% | 27.05% |
5 Year | 35.46% | 37.8% |
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% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Large Cap | 33.1 | 30.99 |
Others | 3.33 | 33.62 |
Mid Cap | 4.68 | 18.95 |
Small Cap | 2.82 | 16.44 |
Scheme Name |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Financial | 13.6 | 33.15 |
Sovereign | 14.87 | 11.69 |
Services | -0.01 | 7.59 |
Materials | 1.94 | 3.09 |
Automobile | 2.78 | 1.22 |
Energy | 2.02 | 6.84 |
Consumer Staples | 2.36 | 4.63 |
Metals & Mining | 1.03 | 0.97 |
Technology | 1.1 | 3.94 |
Capital Goods | 0.98 | 4.76 |
Healthcare | 0.89 | 7.24 |
Communication | 0.84 | 2.74 |
Consumer Discretionary | 1.19 | 1.12 |
Construction | 0.34 | 6.93 |
Chemicals | 0 | 1.32 |
Others | - | 2.29 |
Textiles | - | 0.48 |
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