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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) | ₹106494 Cr | ₹2320 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 | 0.42% | 0.59% |
| 6 Month | 3.53% | 3.95% |
| 1 Year | 4.9% | 3.87% |
| 3 Year | 17.36% | 10.64% |
| 5 Year | 20.55% | 9.9% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 3.09% | 2.67% |
| 1 Year | 12.5% | 10.71% |
| 3 Year | 15.09% | 10.73% |
| 5 Year | 17.75% | 9.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.4% | 8.59% |
| 3 Year | 16.3% | 8.77% |
| 5 Year | 15.1% | 9.26% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 8.75% | 6.54% |
| Sharp | 1.26% | 0.59% |
| Beta | 1.16% | 0.88% |
| Alpha | 5.14% | -0.60% |
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 | 34.59 | 27.28 |
| Large Cap | 53.19 | 52.63 |
| Small Cap | 5.44 | 8.46 |
| Mid Cap | 6.79 | 11.63 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 30.57 | 20.43 |
| Communication Services | 3.6 | 6.58 |
| Energy | 7.59 | 3.56 |
| Technology | 5.54 | 8.77 |
| Industrials | 8.06 | 6.17 |
| Consumer Defensive | 2.63 | 5.97 |
| Financial Services | 23.26 | 25.8 |
| Basic Materials | 2.28 | 4.22 |
| Consumer Cyclical | 6.45 | 8.42 |
| Healthcare | 4.03 | 6.41 |
| Real Estate | 1.86 | 2.01 |
| Utilities | 4.14 | 1.66 |
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