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BANDHAN Balanced Advantage Fund Regular Plan Growth vs HSBC Balanced Advantage Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2268 Cr | ₹1554 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 07 Feb 2011 |
| 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 | 24% | 49% |
| Expense Ratio | 2.04 | 2.11 |
| Manager | Ritika Behera | Mahesh A Chhabria |
| ISIN Code | INF194KA1UE8 | INF917K01KY4 |
| Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.46% | 0.75% |
| 6 Month | 9.3% | 9.02% |
| 1 Year | 2.64% | 1.96% |
| 3 Year | 10.04% | 11.51% |
| 5 Year | 10.49% | 10.07% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.31% | 2.06% |
| 1 Year | 7.76% | 6.93% |
| 3 Year | 10.64% | 11.09% |
| 5 Year | 9.76% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.84% | 8.43% |
| 3 Year | 8.65% | 9.25% |
| 5 Year | 9.15% | 9.81% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.58% | 6.70% |
| Sharp | 0.45% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Ritika Behera | Mahesh A Chhabria |
| Total AUM | ₹43013 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 25.96 | 35.79 |
| Large Cap | 55.46 | 46.49 |
| Small Cap | 9.39 | 10.31 |
| Mid Cap | 9.19 | 7.4 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.96 | 33.54 |
| Communication Services | 5.14 | - |
| Energy | 3.3 | 1.77 |
| Technology | 12.17 | 6.52 |
| Financial Services | 23.35 | 25.75 |
| Basic Materials | 3.73 | 1.04 |
| Industrials | 6.28 | 5.02 |
| Consumer Defensive | 7.59 | 6.89 |
| Consumer Cyclical | 8.04 | 5.96 |
| Healthcare | 7.48 | 7.88 |
| Real Estate | 1.28 | 1.94 |
| Utilities | 1.7 | 3.7 |
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