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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) | ₹101080 Cr | ₹2268 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 | 1.44% | 1.64% |
| 6 Month | 9.62% | 9.02% |
| 1 Year | 1.53% | 2.56% |
| 3 Year | 18.15% | 9.95% |
| 5 Year | 23.49% | 10.63% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.01% | 2.31% |
| 1 Year | 8.02% | 7.76% |
| 3 Year | 15.55% | 10.64% |
| 5 Year | 18.21% | 9.76% |
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 | 9.18% | 6.58% |
| Sharp | 1.14% | 0.45% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 25.96 |
| Large Cap | 51.34 | 55.46 |
| Small Cap | 5.79 | 9.39 |
| Mid Cap | 7.11 | 9.19 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 33.05 | 19.96 |
| Communication Services | 3.53 | 5.14 |
| Energy | 6.92 | 3.3 |
| Technology | 5.83 | 12.17 |
| Industrials | 8.06 | 6.28 |
| Consumer Defensive | 2.72 | 7.59 |
| Financial Services | 21.59 | 23.35 |
| Basic Materials | 2.04 | 3.73 |
| Consumer Cyclical | 6.36 | 8.04 |
| Real Estate | 1.5 | 1.28 |
| Healthcare | 4.2 | 7.48 |
| Utilities | 4.21 | 1.7 |
Top Comparisons
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3Y Returns6.87%
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Edelweiss Money Market Fund - Regular Plan - Growth Option
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3Y Returns7.47%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.81%
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HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns17.99%
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3Y Returns12.22%
