BANDHAN Sterling Value Fund vs HDFC Capital Builder Value Fund compare

Link copied to clipboard!

tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

Invest Now

tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Fund HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6500 Cr ₹7774 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 S&P BSE 500 TRI
Turn Over 4.74% 15%
Expense Ratio 1.85 1.78
Manager Dhruv Muchhal Ritika Behera
ISIN Code INF179K01426 INF194K01342
Exits Load Exit load of 1% if redeemed within 1 year/365 If unit beyond 10%, Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Month 4.33% 3.54%
6 Month 20.26% 18.97%
1 Year 45.77% 40.6%
3 Year 22.33% 23.78%
5 Year 20.43% 25.24%

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month - -
1 Year 19.64% 18.1%
3 Year 44.36% 46.48%
5 Year 83.4% 109.75%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year 24.04% 31.6%
3 Year 61.61% 80.26%
5 Year 91.06% 116.4%

Risk Management

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 13.04%
Sharp 1.11% 1.24%
Beta 0.96% 0.86%
Alpha 2.77% 7.07%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Name Dhruv Muchhal Ritika Behera
Total AUM ₹520687 Cr ₹43013 Cr
Fund Manage 40 19
HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Large Cap 65.28 59.25
Mid Cap 15.43 17.42
Others 3.06 5.95
Small Cap 16.23 17.41

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Financial 27.85 24.04
Communication 6.8 1.07
Technology 9.02 6.17
Energy 6.02 10.42
Construction 8.88 4.27
Healthcare 8.25 7.19
Capital Goods 5.95 6.4
Insurance 1.83 3.33
Consumer Staples 7.45 6.74
Materials 3.46 3.55
Automobile 6.68 9.44
Services 3.64 4.94
Metals & Mining 1.08 5.68
Consumer Discretionary 2.44 1.09
Others 0.65 4.97
Chemicals - 0.73

Top Comparisons

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.84%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns24.52%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns16.4%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns15.56%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns31.75%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns24.76%

Compare Now

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns14.04%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns21.15%

Compare Now
Request call back
Add to Cart Successfully