HDFC Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹73349 Cr ₹2348 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 05 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 1.42 1.94
Manager Anil Bamboli Ritika Behera
ISIN Code INF179K01830 INF194KA1UE8
Exits Load For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year./365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 3.95% 3.02%
6 Month 16.36% 10.94%
1 Year 41.1% 19.65%
3 Year 24.83% 10.42%
5 Year 20.09% 11.6%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 16.09% 8.96%
3 Year 46.46% 19.58%
5 Year 86.54% 33.63%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 23.04% 11.44%
3 Year 65.03% 26.27%
5 Year 91.64% 36.2%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 9.4% 6.89%
Sharp 1.63% 0.45%
Beta 0.98% 0.82%
Alpha 12.33% 0.43%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Anil Bamboli Ritika Behera
Total AUM ₹135442 Cr ₹43013 Cr
Fund Manage 12 19
HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 30.19 23.59
Large Cap 44.19 61.82
Mid Cap 4.58 8.94
Small Cap 3.24 5.65

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 16.38 38.74
Financial 24.46 18.8
Materials 4.28 0.72
Sovereign 14.88 11.83
Energy 8.45 5.75
Construction 2.32 2.73
Technology 1.69 1.72
Consumer Staples 2.05 2.87
Healthcare 2.82 2
Automobile 2.38 4.06
Diversified 0.59 0.61
Capital Goods 1.09 2.93
Chemicals 0.43 -0.01
Communication 0.38 1.22
Consumer Discretionary 0 0
Metals & Mining 1.3877787807814E-17 1.82
Services 0 4.22
Insurance - -0.01

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