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HDFC Capital Builder Value Fund vs BANDHAN Sterling Value Fund compare
HDFC Value Fund - Growth Plan
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 | 2.55% | 0.67% |
| 6 Month | 8.64% | 4.92% |
| 1 Year | 4.75% | 0.01% |
| 3 Year | 18.56% | 16.69% |
| 5 Year | 21.8% | 25.99% |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | Bandhan Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.34% | 1.65% |
| 1 Year | 16.15% | 8.79% |
| 3 Year | 17.5% | 12.91% |
| 5 Year | 17.57% | 16.21% |
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 | 13.06% | 11.92% |
| Sharp | 0.91% | 0.87% |
| Beta | 0.98% | 0.87% |
| Alpha | 2.69% | 2.13% |
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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