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BANDHAN Sterling Value Fund vs HDFC Capital Builder Value Fund compare
HDFC Value Fund - Growth Plan
Bandhan Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹7609 Cr | ₹10302 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Feb 1994 | 07 Mar 2008 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 4.74% | 15% |
| Expense Ratio | 1.84 | 1.77 |
| Manager | Dhruv Muchhal | Ritika Behera |
| ISIN Code | INF179K01426 | INF194K01342 |
| Exits Load | HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Sterling Value 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 Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.66% | 1.87% |
| 6 Month | 6.32% | 4.98% |
| 1 Year | 4.81% | 1.11% |
| 3 Year | 18% | 16.99% |
| 5 Year | 20.03% | 23.45% |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.01% | 3.67% |
| 1 Year | 18.44% | 13.84% |
| 3 Year | 17.54% | 13.67% |
| 5 Year | 17.6% | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17% | 13.68% |
| 3 Year | 17.06% | 18.25% |
| 5 Year | 16.9% | 17.41% |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.03% | 11.92% |
| Sharp | 0.86% | 0.86% |
| Beta | 0.98% | 0.88% |
| Alpha | 2.74% | 2.68% |
Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Ritika Behera |
| Total AUM | ₹520687 Cr | ₹43013 Cr |
| Funds Managed | 40 | 19 |
| HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Value Fund - Growth Plan |
Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.08 | 9.21 |
| Large Cap | 66.46 | 61.35 |
| Small Cap | 15.92 | 15.93 |
| Mid Cap | 12.54 | 13.51 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.48 | 8.45 |
| Energy | 4.65 | 9.68 |
| Technology | 8.42 | 9.16 |
| Industrials | 8.57 | 5.03 |
| Consumer Cyclical | 8.35 | 10.09 |
| Financial Services | 35.41 | 33.52 |
| Consumer Defensive | 7.15 | 7.91 |
| Healthcare | 7.39 | 5.17 |
| Basic Materials | 3.95 | 7.29 |
| Real Estate | 3.99 | 0.9 |
| Utilities | 5.22 | 2.04 |
| Communication Services | 4.41 | 0.76 |
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