Quant Dynamic Asset Allocation Fund Regular vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹94251 Cr	₹1274 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	12 Apr 2023
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%	%
Expense Ratio	1.35	2.12
Manager	Anil Bamboli	Sanjeev Sharma
ISIN Code	INF179K01830	INF966L01BO9
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-2.13%	-5.04%
6 Month	-6.1%	-14.84%
1 Year	6.23%	-1.36%
3 Year	19.44%	-
5 Year	19.02%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	-2.88%	-14.61%
3 Year	17.55%	-
5 Year	20.93%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	18.17%	52.56%
3 Year	15.89%	-
5 Year	14.91%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	9.475%	-
Sharp	1.292%	-
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Anil Bamboli	Sanjeev Sharma
Total AUM	₹135442 Cr	₹39731 Cr
Fund Manage	12	22
	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	46.37	26.42
Large Cap	54.24	65.83
Small Cap	7.04	5.79
Mid Cap	6.84	1.96

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	46.37	26.42
Telecom - Services	2.55	-
Petroleum Products	4.95	9.44
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	1.96
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	6.97
Finance	4.25	12.68
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	14.27
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	15.35
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	4.3
Entertainment	0.11	-
Industrial Products	0.34	-
Auto Components	0.88	6.44
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	-
Commercial Services & Supplies	-	2.17