BANDHAN Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹100299 Cr	₹2263 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	10 Oct 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	21.38%	24%
Expense Ratio	1.35	2.04
Manager	Anil Bamboli	Ritika Behera
ISIN Code	INF179K01830	INF194KA1UE8
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.89%	1.72%
6 Month	5.35%	2.35%
1 Year	6.28%	6.83%
3 Year	23.35%	13.44%
5 Year	25.2%	11.92%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	6.98%	5.38%
1 Year	10.71%	8.18%
3 Year	19.39%	12.05%
5 Year	21.05%	10.62%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	17.82%	8.94%
3 Year	16.09%	8.56%
5 Year	15.02%	9.08%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	9.74%	7.50%
Sharp	1.40%	0.66%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Anil Bamboli	Ritika Behera
Total AUM	₹135442 Cr	₹43013 Cr
Funds Managed	12	19
	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	45.54	16.93
Large Cap	52.58	63.97
Small Cap	6.1	11.1
Mid Cap	6.45	8

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	43.92	16.17
Communication Services	2.71	4.98
Energy	7.4	3.15
Technology	5.37	12.95
Industrials	8.87	4.74
Basic Materials	2	6.1
Financial Services	22.36	25.51
Consumer Cyclical	5.5	9.51
Consumer Defensive	2.65	6.86
Real Estate	1.44	1.46
Healthcare	4.17	7.43
Utilities	4.3	1.15