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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 Very High
Asset Size (Cr) ₹100299 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 - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 1.66% 1.54%
6 Month 3.86% 1.33%
1 Year 5.8% 6.32%
3 Year 23.17% 13.35%
5 Year 24.77% 11.76%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 6.98% 5.38%
1 Year 10.71% 8.18%
3 Year 19.39% 12.05%
5 Year 21.05% 10.62%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 17.82% 8.94%
3 Year 16.09% 8.56%
5 Year 15.02% 9.08%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 9.74% 7.50%
Sharp 1.40% 0.66%
Beta - -
Alpha - -

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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
Funds Managed 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 45.54 16.93
Large Cap 52.58 63.97
Small Cap 6.1 11.1
Mid Cap 6.45 8

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 43.92 16.17
Communication Services 2.71 4.98
Energy 7.4 3.15
Technology 5.37 12.95
Industrials 8.87 4.74
Basic Materials 2 6.1
Financial Services 22.36 25.51
Consumer Cyclical 5.5 9.51
Consumer Defensive 2.65 6.86
Real Estate 1.44 1.46
Healthcare 4.17 7.43
Utilities 4.3 1.15

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