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BANDHAN Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹102790 Cr | ₹2302 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -2.5% | -1.08% |
| 6 Month | 4.62% | 4.48% |
| 1 Year | -0.01% | 3.16% |
| 3 Year | 19.36% | 10.53% |
| 5 Year | 23.71% | 10.64% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.53% | 2.94% |
| 1 Year | 4.36% | 4.8% |
| 3 Year | 15.79% | 10.38% |
| 5 Year | 18.78% | 9.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.49% | 8.84% |
| 3 Year | 16.2% | 8.65% |
| 5 Year | 15.09% | 9.15% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 9.41% | 7.19% |
| Sharp | 1.60% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 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 Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 34.65 | 24.76 |
| Large Cap | 51.91 | 55.43 |
| Small Cap | 6.09 | 10.08 |
| Mid Cap | 7.35 | 9.72 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 31.87 | 18.98 |
| Communication Services | 3.6 | 5.5 |
| Basic Materials | 1.95 | 4.26 |
| Energy | 7.41 | 3.54 |
| Technology | 5.85 | 13.68 |
| Industrials | 8.45 | 6.34 |
| Consumer Defensive | 2.62 | 6.24 |
| Financial Services | 22.17 | 23.3 |
| Consumer Cyclical | 6.25 | 7.46 |
| Real Estate | 1.44 | 1.18 |
| Healthcare | 4.09 | 7.61 |
| Utilities | 4.3 | 1.92 |
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