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) | ₹101773 Cr | ₹2292 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 | -0.86% | -0.41% |
6 Month | 7.95% | 7.31% |
1 Year | 1.34% | 3.32% |
3 Year | 19.21% | 10.64% |
5 Year | 22.35% | 10.46% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 1.15% | 1.81% |
1 Year | 5.34% | 5.79% |
3 Year | 15.85% | 10.7% |
5 Year | 18.82% | 9.89% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 17.49% | 8.84% |
3 Year | 16.2% | 8.65% |
5 Year | 15.09% | 9.15% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 9.16% | 6.56% |
Sharp | 1.34% | 0.64% |
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 | 35.76 | 25.96 |
Large Cap | 51.34 | 55.46 |
Small Cap | 5.79 | 9.39 |
Mid Cap | 7.11 | 9.19 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 33.05 | 19.96 |
Communication Services | 3.53 | 5.14 |
Energy | 6.92 | 3.3 |
Technology | 5.83 | 12.17 |
Industrials | 8.06 | 6.28 |
Consumer Defensive | 2.72 | 7.59 |
Financial Services | 21.59 | 23.35 |
Basic Materials | 2.04 | 3.73 |
Consumer Cyclical | 6.36 | 8.04 |
Real Estate | 1.5 | 1.28 |
Healthcare | 4.2 | 7.48 |
Utilities | 4.21 | 1.7 |
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