HDFC Capital Builder Value Fund vs BANDHAN Sterling Value Fund compare
                                 HDFC Value Fund - Growth Plan
                                HDFC Value Fund - Growth Plan
                            
                                 Bandhan Value Fund - Regular Plan - Growth
                                Bandhan Value Fund - Regular Plan - Growth
                            
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Average | Average | 
| Asset Size (Cr) | ₹7267 Cr | ₹9942 Cr | 
| Min Investment | ₹100 | ₹1000 | 
| Min SIP Invesment | ₹100 | ₹100 | 
| Min Addl Investment | ₹100 | ₹1000 | 
| Launch Date | 01 Feb 1994 | 07 Mar 2008 | 
| Category | Value | Value | 
| Fund Type | Open Ended | Open Ended | 
| Benchmark | NIFTY 500 TRI | BSE 500 | 
| Turn Over | 4.74% | 15% | 
| Expense Ratio | 1.84 | 1.77 | 
| Manager | Dhruv Muchhal | Ritika Behera | 
| ISIN Code | INF179K01426 | INF194K01342 | 
| Exits Load | HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Sterling Value 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 Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| 1 Month | 5.67% | 4.84% | 
| 6 Month | 9.41% | 6.62% | 
| 1 Year | 6.23% | 2.31% | 
| 3 Year | 19.77% | 18.09% | 
| 5 Year | 23.07% | 27.32% | 
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| 6 Month | 3.29% | 2.53% | 
| 1 Year | 15.98% | 10.54% | 
| 3 Year | 18.46% | 14.49% | 
| 5 Year | 18.34% | 17.6% | 
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| 1 Year | 14.2% | 11.91% | 
| 3 Year | 15.45% | 17.74% | 
| 5 Year | 15.1% | 16.99% | 
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| Standard Deviation | 13.12% | 11.88% | 
| Sharp | 0.92% | 0.85% | 
| Beta | 0.98% | 0.87% | 
| Alpha | 2.91% | 2.01% | 
Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| Name | Dhruv Muchhal | Ritika Behera | 
| Total AUM | ₹520687 Cr | ₹43013 Cr | 
| Funds Managed | 40 | 19 | 
| HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
Market Cap
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| Others | 2.74 | 8.83 | 
| Large Cap | 68.91 | 61.55 | 
| Mid Cap | 11.86 | 13.04 | 
| Small Cap | 16.5 | 16.58 | 
Sector Allocation
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth | 
|---|---|---|
| Others | 1.83 | 8.06 | 
| Energy | 4.59 | 9.26 | 
| Technology | 8.42 | 9 | 
| Industrials | 8.28 | 5.43 | 
| Consumer Cyclical | 9.78 | 10.71 | 
| Consumer Defensive | 7.69 | 7.65 | 
| Financial Services | 34.9 | 33.61 | 
| Healthcare | 7.57 | 5.19 | 
| Basic Materials | 4.11 | 7.29 | 
| Utilities | 5.28 | 2.14 | 
| Communication Services | 4.25 | 0.78 | 
| Real Estate | 3.3 | 0.88 | 
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