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 | 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 | 0.98% | -0.29% |
6 Month | 10.57% | 16.01% |
1 Year | 23.64% | 57.63% |
3 Year | 11.7% | - |
5 Year | 11.86% | - |
Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.57% | 23.37% |
3 Year | 21.35% | 30.96% |
5 Year | 33.62% | 30.96% |
Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 11.08% | 31.81% |
3 Year | 27.05% | 32.71% |
5 Year | 37.8% | 32.71% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 30.99 | 51.64 |
Others | 33.62 | 41.02 |
Mid Cap | 18.95 | 3.23 |
Small Cap | 16.44 | 4.12 |
Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Financial | 33.15 | 25.39 |
Sovereign | 11.69 | - |
Construction | 6.93 | - |
Healthcare | 7.24 | - |
Communication | 2.74 | - |
Others | 2.29 | 26.83 |
Energy | 6.84 | 18.26 |
Materials | 3.09 | 2.15 |
Consumer Staples | 4.63 | 7.02 |
Capital Goods | 4.76 | - |
Services | 7.59 | 6.82 |
Technology | 3.94 | - |
Consumer Discretionary | 1.12 | - |
Chemicals | 1.32 | - |
Metals & Mining | 0.97 | 2.77 |
Automobile | 1.22 | 3.23 |
Textiles | 0.48 | 1.02 |
Insurance | - | 6.52 |
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