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HSBC Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2309 Cr | ₹1581 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 07 Feb 2011 |
| 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 | 24% | 49% |
| Expense Ratio | 2.04 | 2.11 |
| Manager | Ritika Behera | Mahesh A Chhabria |
| ISIN Code | INF194KA1UE8 | INF917K01KY4 |
| Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.57% | -1.59% |
| 6 Month | 0.97% | -0.67% |
| 1 Year | 7.02% | 5.24% |
| 3 Year | 11.32% | 11.4% |
| 5 Year | 9.19% | 8.92% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.63% | 0.91% |
| 1 Year | 8.64% | 6.51% |
| 3 Year | 9.36% | 8.75% |
| 5 Year | 9.27% | 9.45% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.52% | 8.16% |
| 3 Year | 8.81% | 9.53% |
| 5 Year | 9.28% | 9.9% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.89% | 5.55% |
| Sharp | 0.84% | 0.88% |
| Beta | 0.87% | 0.83% |
| Alpha | 0.83% | 1.45% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Ritika Behera | Mahesh A Chhabria |
| Total AUM | ₹43013 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 26.72 | 36.98 |
| Large Cap | 53.36 | 45.91 |
| Small Cap | 8.87 | 9.82 |
| Mid Cap | 11.06 | 7.29 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.38 | 31.18 |
| Communication Services | 6.66 | - |
| Energy | 3.75 | 2.16 |
| Technology | 9.61 | 6.99 |
| Financial Services | 26.33 | 26.32 |
| Basic Materials | 5.22 | 1.09 |
| Industrials | 6.62 | 7.81 |
| Consumer Defensive | 4.94 | 6.53 |
| Consumer Cyclical | 8.82 | 6.49 |
| Healthcare | 5.84 | 6.8 |
| Utilities | 1.03 | 3.01 |
| Real Estate | 1.79 | 1.61 |
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