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 | 8.46% | 55.3% |
| 3 Year | 8.93% | - |
| 5 Year | 8.95% | - |
| 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 | 41.02 |
| Large Cap | 30.99 | 51.64 |
| 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 |
|---|---|---|
| Others | 2.29 | 26.83 |
| Sovereign | 11.69 | - |
| Energy | 6.84 | 18.26 |
| Services | 7.59 | 6.82 |
| Technology | 3.94 | - |
| Financial | 33.15 | 25.39 |
| Healthcare | 7.24 | - |
| Construction | 6.93 | - |
| Consumer Staples | 4.63 | 7.02 |
| Automobile | 1.22 | 3.23 |
| Materials | 3.09 | 2.15 |
| Chemicals | 1.32 | - |
| Capital Goods | 4.76 | - |
| Communication | 2.74 | - |
| Consumer Discretionary | 1.12 | - |
| Textiles | 0.48 | 1.02 |
| Metals & Mining | 0.97 | 2.77 |
| Insurance | - | 6.52 |
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