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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) | ₹108205 Cr | ₹2309 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 | -2.27% | -2.39% |
| 6 Month | 0.97% | 0.54% |
| 1 Year | 8.5% | 7.38% |
| 3 Year | 17.55% | 11.22% |
| 5 Year | 19.01% | 8.85% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | -1.31% | -1.21% |
| 1 Year | 2.3% | 2.29% |
| 3 Year | 11.02% | 7.76% |
| 5 Year | 15.33% | 8.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.24% | 8.52% |
| 3 Year | 16.36% | 8.81% |
| 5 Year | 15.13% | 9.28% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 9.4% | 6.89% |
| Sharp | 1.31% | 0.84% |
| Beta | 1.13% | 0.87% |
| Alpha | 5.43% | 0.83% |
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 | 33.08 | 26.72 |
| Large Cap | 54.16 | 53.36 |
| Small Cap | 5.3 | 8.87 |
| Mid Cap | 7.46 | 11.06 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 28.63 | 19.38 |
| Communication Services | 3.63 | 6.66 |
| Energy | 7.8 | 3.75 |
| Technology | 6.48 | 9.61 |
| Industrials | 8.05 | 6.62 |
| Financial Services | 23.72 | 26.33 |
| Basic Materials | 2.21 | 5.22 |
| Consumer Cyclical | 6.99 | 8.82 |
| Consumer Defensive | 2.5 | 4.94 |
| Healthcare | 4.22 | 5.84 |
| Real Estate | 1.83 | 1.79 |
| Utilities | 3.94 | 1.03 |
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