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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| 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 |
|---|---|---|
| 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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