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 | 2.41% | 0.38% |
| 6 Month | 6.57% | -3.79% |
| 1 Year | 16.05% | 23.05% |
| 3 Year | 11.72% | - |
| 5 Year | 11.12% | - |
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.76% | 2.95% |
| 3 Year | 15.45% | - |
| 5 Year | 12.97% | - |
| 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 | 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 |
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