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HDFC Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
HDFC Balanced Advantage Fund Regular Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹101080 Cr | ₹2263 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 10 Oct 2014 |
| 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 | 21.38% | 24% |
| Expense Ratio | 1.35 | 2.04 |
| Manager | Anil Bamboli | Ritika Behera |
| ISIN Code | INF179K01830 | INF194KA1UE8 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.06% | 0.5% |
| 6 Month | 7.05% | 5.93% |
| 1 Year | 2.63% | 2.64% |
| 3 Year | 19.55% | 11.03% |
| 5 Year | 24.69% | 10.52% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.69% | 1.5% |
| 1 Year | 9.69% | 8.03% |
| 3 Year | 15.16% | 10.32% |
| 5 Year | 17.82% | 9.61% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.32% | 8.72% |
| 3 Year | 16.26% | 8.7% |
| 5 Year | 15.12% | 9.19% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 8.93% | 6.49% |
| Sharp | 1.31% | 0.55% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Anil Bamboli | Ritika Behera |
| Total AUM | ₹135442 Cr | ₹43013 Cr |
| Funds Managed | 12 | 19 |
| HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 36.15 | 23.67 |
| Large Cap | 51.59 | 57.02 |
| Small Cap | 5.61 | 9.19 |
| Mid Cap | 6.65 | 10.12 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 33.41 | 17.86 |
| Communication Services | 3.5 | 5.88 |
| Energy | 6.87 | 3.24 |
| Technology | 5.84 | 12.59 |
| Industrials | 8.02 | 6.15 |
| Consumer Defensive | 2.75 | 7.39 |
| Financial Services | 21.4 | 23.85 |
| Basic Materials | 1.91 | 3.62 |
| Consumer Cyclical | 6.68 | 9.13 |
| Real Estate | 1.48 | 1.6 |
| Healthcare | 4.03 | 7.14 |
| Utilities | 4.1 | 1.54 |
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