- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2320 Cr | ₹1591 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 | 0.08% | -0.04% |
| 6 Month | 3.28% | 2.02% |
| 1 Year | 3.38% | 0.67% |
| 3 Year | 10.84% | 11.42% |
| 5 Year | 9.8% | 9.29% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.84% | 0.75% |
| 1 Year | 9.87% | 7.14% |
| 3 Year | 10.19% | 9.58% |
| 5 Year | 9.58% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.59% | 8.21% |
| 3 Year | 8.77% | 9.47% |
| 5 Year | 9.26% | 9.95% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 6.62% |
| Sharp | 0.61% | 0.70% |
| Beta | 0.90% | 0.85% |
| Alpha | -0.14% | 0.77% |
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 | 27.28 | 36.06 |
| Large Cap | 52.63 | 45.68 |
| Small Cap | 8.46 | 10.02 |
| Mid Cap | 11.63 | 8.24 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.43 | 31.53 |
| Communication Services | 6.58 | - |
| Energy | 3.56 | 2.34 |
| Technology | 8.77 | 5.92 |
| Financial Services | 25.8 | 23.94 |
| Basic Materials | 4.22 | 1.08 |
| Consumer Defensive | 5.97 | 7.74 |
| Industrials | 6.17 | 7.35 |
| Consumer Cyclical | 8.42 | 7.44 |
| Healthcare | 6.41 | 7.61 |
| Utilities | 1.66 | 3.28 |
| Real Estate | 2.01 | 1.76 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns18.26%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.65%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.56%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.42%
