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

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HSBC Balanced Advantage Fund - Regular Growth

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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	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 Risk
Asset Size (Cr)	₹1504 Cr	₹1274 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	2.12
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	-1.78%	-5.04%
6 Month	-3.57%	-14.84%
1 Year	5.71%	-1.36%
3 Year	10.01%	-
5 Year	9.8%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	-1.65%	-14.64%
3 Year	10.23%	-
5 Year	9.86%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.61%	52.56%
3 Year	9.03%	-
5 Year	9.29%	-

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	6.562%	-
Sharp	0.612%	-
Beta	-	-
Alpha	-	-

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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	52.08	26.42
Large Cap	33.67	65.83
Small Cap	18.76	5.79
Mid Cap	15.24	1.96

Scheme Name	HSBC Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	52.08	26.42
Petroleum Products	1.99	9.44
IT - Software	4.97	-
Capital Markets	3.27	-
Construction	2.32	6.97
Healthcare Services	1.11	-
Non - Ferrous Metals	0.09	-
Pharmaceuticals & Biotechnology	7.17	1.96
Banks	12.4	-
Paper, Forest & Jute Products	0.74	-
Fertilizers & Agrochemicals	1.15	-
Realty	3.59	-
Personal Products	0.14	-
Industrial Products	4.55	-
Electrical Equipment	1.73	-
Beverages	1.78	-
Power	3.41	-
Aerospace & Defense	0.44	-
Finance	4	12.68
Consumer Durables	4.71	-
Chemicals & Petrochemicals	0.59	-
Financial Technology (Fintech)	1.72	-
Automobiles	0.76	-
Retailing	1.74	-
Commercial Services & Supplies	0.74	2.17
Leisure Services	1.77	-
Auto Components	0.79	6.44
Diversified FMCG	-	14.27
Insurance	-	15.35
Food Products	-	4.3