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

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 4.83% 5.2%
6 Month -2.36% -7.12%
1 Year 8.79% -1.53%
3 Year 18.86% -
5 Year 24.97% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month 1.43% 0.11%
1 Year 0.97% -7.92%
3 Year 18.2% -
5 Year 20.78% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 9.701% -
Sharp 1.207% -
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 12 22
HDFC Balanced Advantage Fund - Growth Plan Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 45.54 35.6
Large Cap 52.58 56.58
Small Cap 6.1 3.88
Mid Cap 6.45 3.94

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 43.92 34.43
Communication Services 2.71 -
Energy 7.4 13.33
Technology 5.37 -
Industrials 8.87 7.52
Basic Materials 2 -
Financial Services 22.36 22.2
Consumer Cyclical 5.5 8.4
Consumer Defensive 2.65 9.01
Real Estate 1.44 -
Healthcare 4.17 5.11
Utilities 4.3 -

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