HSBC Balanced Advantage Fund vs DSP Dynamic Asset Allocation Fund compare

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Overview

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	Moderately High
Asset Size (Cr)	₹3212 Cr	₹1504 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	06 Feb 2014	07 Feb 2011
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	1.93	2.11
Manager	Laukik Bagwe	Mahesh A Chhabria
ISIN Code	INF740K01K57	INF917K01KY4
Exits Load	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	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	0.4%	2.41%
6 Month	3.69%	6.57%
1 Year	13.33%	16.05%
3 Year	9.84%	11.72%
5 Year	10.21%	11.12%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	10.87%	13.76%
3 Year	13.32%	15.45%
5 Year	11.55%	12.97%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.51%	8.47%
3 Year	8.42%	8.89%
5 Year	8.01%	8.9%

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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Scheme 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
Others	-0.53999999999999	33.62
Large Cap	48.53	30.99
Mid Cap	9.66	18.95
Small Cap	8.41	16.44

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-0.53999999999999	2.29
Petroleum Products	2.46	-
IT - Software	3.29	-
Pharmaceuticals & Biotechnology	2.2	-
Construction	2.16	6.93
Banks	17.56	-
Diversified FMCG	1.92	-
Non - Ferrous Metals	0.91	-
Agricultural, Commercial & Construction Vehicles	0.38	-
Leisure Services	0.43	-
Consumer Durables	2.53	-
Aerospace & Defense	1.66	-
Cement & Cement Products	1.07	-
Ferrous Metals	0.31	-
Fertilizers & Agrochemicals	0.27	-
Realty	0.73	-
Chemicals & Petrochemicals	0.7	-
Insurance	1.58	-
Industrial Manufacturing	0.51	-
Automobiles	2.2	-
Finance	4.9	-
Telecom - Services	1.66	-
Gas	0.1	-
Industrial Products	1.1	-
Diversified Metals	1.03	-
Oil	0.51	-
Power	3.89	-
Metals & Minerals Trading	4	-
Food Products	0.72	-
Consumable Fuels	0.9	-
Personal Products	0.48	-
Minerals & Mining	0.77	-
Transport Services	0.25	-
Retailing	0.15	-
Transport Infrastructure	1.23	-
Capital Markets	0.05	-
Auto Components	0.83	-
Beverages	1.16	-
Sovereign	-	11.69
Energy	-	6.84
Services	-	7.59
Technology	-	3.94
Financial	-	33.15
Healthcare	-	7.24
Consumer Staples	-	4.63
Automobile	-	1.22
Materials	-	3.09
Chemicals	-	1.32
Capital Goods	-	4.76
Communication	-	2.74
Consumer Discretionary	-	1.12
Textiles	-	0.48
Metals & Mining	-	0.97