BANDHAN Balanced Advantage Fund Regular Plan Growth vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94251 Cr	₹2193 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	4.14%	4.08%
6 Month	-3.72%	-2.44%
1 Year	7.83%	8.14%
3 Year	18.53%	9.04%
5 Year	25.36%	13.1%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-1.06%	-1.13%
1 Year	-3.61%	-1.81%
3 Year	16.44%	9.31%
5 Year	19.62%	9.05%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	18.17%	9.02%
3 Year	15.89%	8.54%
5 Year	14.91%	8.78%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	9.701%	7.606%
Sharp	1.207%	0.199%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	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 - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	45.54	16.93
Large Cap	52.58	63.97
Small Cap	6.1	11.1
Mid Cap	6.45	8

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	43.92	16.17
Communication Services	2.71	4.98
Energy	7.4	3.15
Technology	5.37	12.95
Industrials	8.87	4.74
Basic Materials	2	6.1
Financial Services	22.36	25.51
Consumer Cyclical	5.5	9.51
Consumer Defensive	2.65	6.86
Real Estate	1.44	1.46
Healthcare	4.17	7.43
Utilities	4.3	1.15