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	-0.69%	-3.5%
6 Month	1.16%	-0.1%
1 Year	11.37%	10.4%
3 Year	9.39%	10.19%
5 Year	9.83%	10.18%

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	7.52%	5.99%
3 Year	12.35%	12.98%
5 Year	10.94%	11.51%

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	51.86
Large Cap	48.53	31.05
Mid Cap	9.66	16.92
Small Cap	8.41	19.75

Scheme Name	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-0.53999999999999	51.86
Petroleum Products	2.46	2.12
IT - Software	3.29	4.47
Pharmaceuticals & Biotechnology	2.2	7.59
Construction	2.16	2.37
Banks	17.56	12.63
Diversified FMCG	1.92	-
Non - Ferrous Metals	0.91	0.17
Agricultural, Commercial & Construction Vehicles	0.38	-
Leisure Services	0.43	1.57
Consumer Durables	2.53	4.41
Aerospace & Defense	1.66	0.46
Cement & Cement Products	1.07	-
Ferrous Metals	0.31	-
Fertilizers & Agrochemicals	0.27	1.17
Realty	0.73	3.79
Chemicals & Petrochemicals	0.7	0.61
Insurance	1.58	-
Industrial Manufacturing	0.51	-
Automobiles	2.2	0.77
Finance	4.9	4.23
Telecom - Services	1.66	-
Gas	0.1	-
Industrial Products	1.1	4.5
Diversified Metals	1.03	-
Oil	0.51	-
Power	3.89	3.5
Metals & Minerals Trading	4	-
Food Products	0.72	-
Consumable Fuels	0.9	-
Personal Products	0.48	0.16
Minerals & Mining	0.77	-
Transport Services	0.25	-
Retailing	0.15	1.7
Transport Infrastructure	1.23	-
Capital Markets	0.05	3.37
Auto Components	0.83	0.84
Beverages	1.16	1.72
Healthcare Services	-	0.96
Paper, Forest & Jute Products	-	0.81
Electrical Equipment	-	1.53
Financial Technology (Fintech)	-	1.55
Commercial Services & Supplies	-	0.72