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	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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	4.83%	7.39%
6 Month	-5.19%	-12.45%
1 Year	8.6%	1.18%
3 Year	19.83%	-
5 Year	27%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-1.26%	-3.66%
1 Year	-2.02%	-11.81%
3 Year	17.92%	-
5 Year	20.87%	-

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	9.701%	-
Sharp	1.207%	-
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
Funds Managed	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	45.54	35.6
Large Cap	52.58	56.58
Small Cap	6.1	3.88
Mid Cap	6.45	3.94

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	-