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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) | ₹7179 Cr | ₹9841 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 | 2.23% | 2.67% |
| 6 Month | 17.61% | 12.85% |
| 1 Year | -1.15% | -5.14% |
| 3 Year | 19.32% | 17.45% |
| 5 Year | 22.26% | 26.33% |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.42% | 2.56% |
| 1 Year | 11.19% | 6.57% |
| 3 Year | 17.8% | 14.28% |
| 5 Year | 17.94% | 17.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.37% | 12.24% |
| 3 Year | 15.4% | 17.87% |
| 5 Year | 14.98% | 16.89% |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.23% | 11.97% |
| Sharp | 0.85% | 0.79% |
| Beta | 0.97% | 0.86% |
| Alpha | 3.55% | 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 | 2.04 | 8.95 |
| Large Cap | 68.16 | 61.17 |
| Mid Cap | 12.21 | 13.49 |
| Small Cap | 17.59 | 16.38 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.68 | 8.95 |
| Technology | 9.07 | 8.1 |
| Industrials | 8.74 | 5.88 |
| Consumer Cyclical | 9.95 | 11.37 |
| Energy | 2.56 | 9.33 |
| Consumer Defensive | 7.01 | 6.78 |
| Financial Services | 36.49 | 32.61 |
| Healthcare | 7.63 | 5.72 |
| Basic Materials | 4.12 | 7.91 |
| Utilities | 5.17 | 2.1 |
| Real Estate | 3.42 | 1.24 |
| Communication Services | 4.17 | - |
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