Quant Dynamic Asset Allocation Fund Regular vs HSBC Balanced Advantage Fund compare
HSBC Balanced Advantage Fund - Regular Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹1504 Cr | ₹1350 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Feb 2011 | 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 | 2.11 | 2.1 |
| Manager | Mahesh A Chhabria | Sanjeev Sharma |
| ISIN Code | INF917K01KY4 | INF966L01BO9 |
| Exits Load | HSBC 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 | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.5% | -1.5% |
| 6 Month | -0.1% | -8.4% |
| 1 Year | 10.4% | 11.54% |
| 3 Year | 10.19% | - |
| 5 Year | 10.18% | - |
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.99% | -1.39% |
| 3 Year | 12.98% | - |
| 5 Year | 11.51% | - |
| 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% | - |
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| 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 | 51.86 | 26.42 |
| Large Cap | 31.05 | 65.83 |
| Small Cap | 19.75 | 5.79 |
| Mid Cap | 16.92 | 1.96 |
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 51.86 | 26.42 |
| Petroleum Products | 2.12 | 9.44 |
| IT - Software | 4.47 | - |
| Capital Markets | 3.37 | - |
| Construction | 2.37 | 6.97 |
| Healthcare Services | 0.96 | - |
| Non - Ferrous Metals | 0.17 | - |
| Pharmaceuticals & Biotechnology | 7.59 | 1.96 |
| Banks | 12.63 | - |
| Paper, Forest & Jute Products | 0.81 | - |
| Fertilizers & Agrochemicals | 1.17 | - |
| Realty | 3.79 | - |
| Personal Products | 0.16 | - |
| Industrial Products | 4.5 | - |
| Electrical Equipment | 1.53 | - |
| Beverages | 1.72 | - |
| Power | 3.5 | - |
| Aerospace & Defense | 0.46 | - |
| Consumer Durables | 4.41 | - |
| Finance | 4.23 | 12.68 |
| Chemicals & Petrochemicals | 0.61 | - |
| Financial Technology (Fintech) | 1.55 | - |
| Automobiles | 0.77 | - |
| Retailing | 1.7 | - |
| Commercial Services & Supplies | 0.72 | 2.17 |
| Leisure Services | 1.57 | - |
| Auto Components | 0.84 | 6.44 |
| Diversified FMCG | - | 14.27 |
| Insurance | - | 15.35 |
| Food Products | - | 4.3 |
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