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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) | ₹2302 Cr | ₹1555 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 | -1.08% | 0.11% |
| 6 Month | 4.48% | 4.55% |
| 1 Year | 3.16% | 2.96% |
| 3 Year | 10.53% | 11.99% |
| 5 Year | 10.64% | 10.44% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.57% | 3.59% |
| 1 Year | 6.71% | 6.29% |
| 3 Year | 11.29% | 11.9% |
| 5 Year | 10.22% | 10.78% |
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 | 7.19% | 6.75% |
| Sharp | 0.89% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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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 | 24.76 | 34.11 |
| Large Cap | 55.43 | 48.59 |
| Small Cap | 10.08 | 9.61 |
| Mid Cap | 9.72 | 7.69 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 18.98 | 32.29 |
| Communication Services | 5.5 | - |
| Energy | 3.54 | 1.93 |
| Technology | 13.68 | 6.41 |
| Financial Services | 23.3 | 27.06 |
| Basic Materials | 4.26 | 1.27 |
| Industrials | 6.34 | 4.76 |
| Consumer Cyclical | 7.46 | 5.76 |
| Consumer Defensive | 6.24 | 6.81 |
| Healthcare | 7.61 | 7.85 |
| Utilities | 1.92 | 3.78 |
| Real Estate | 1.18 | 2.09 |
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