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

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

Overview

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1446 Cr	₹1201 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jan 2013	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	49%	%
Expense Ratio	2.12	2.13
Manager	Mahesh A Chhabria	Sanjeev Sharma
ISIN Code	INF917K01KY4	INF966L01BO9
Exits Load	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-1.82%	-6.81%
6 Month	6.47%	-2.03%
1 Year	18.45%	30.29%
3 Year	10.21%	-
5 Year	10.76%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	15.05%	12.08%
3 Year	15.13%	-
5 Year	12.71%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.47%	55.72%
3 Year	8.89%	-
5 Year	8.9%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	5.55%	-
Sharp	0.82%	-
Beta	0.73%	-
Alpha	1.73%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Mahesh A Chhabria	Sanjeev Sharma
Total AUM	₹15021 Cr	₹39731 Cr
Fund Manage	9	22
	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	33.62	26.42
Large Cap	30.99	65.83
Mid Cap	18.95	1.96
Small Cap	16.44	5.79

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	2.29	26.42
Sovereign	11.69	-
Energy	6.84	-
Services	7.59	-
Technology	3.94	-
Financial	33.15	-
Healthcare	7.24	-
Construction	6.93	6.97
Consumer Staples	4.63	-
Automobile	1.22	-
Materials	3.09	-
Chemicals	1.32	-
Capital Goods	4.76	-
Communication	2.74	-
Consumer Discretionary	1.12	-
Textiles	0.48	-
Metals & Mining	0.97	-
Petroleum Products	-	9.44
Diversified FMCG	-	14.27
Insurance	-	15.35
Commercial Services & Supplies	-	2.17
Food Products	-	4.3
Pharmaceuticals & Biotechnology	-	1.96
Finance	-	12.68
Auto Components	-	6.44