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

HDFC Balanced Advantage Fund - Growth Plan

Invest Now

BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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	Moderately High
Asset Size (Cr)	₹89878 Cr	₹2265 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Feb 1994	05 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	1.36	1.94
Manager	Anil Bamboli	Ritika Behera
ISIN Code	INF179K01830	INF194KA1UE8
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	-1.4%	-1.39%
6 Month	8.58%	8.02%
1 Year	29.35%	18.58%
3 Year	20.46%	8.11%
5 Year	20.15%	11.05%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	16.47%	13.79%
3 Year	24.5%	13.23%
5 Year	24.5%	11.93%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	18.18%	8.89%
3 Year	15.79%	8.51%
5 Year	14.82%	8.42%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	9.4%	6.89%
Sharp	1.72%	0.48%
Beta	0.99%	0.84%
Alpha	11.94%	-0.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Fund Manage	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	34.85	-16.01
Large Cap	51.6	62.25
Small Cap	7.44	6.73
Mid Cap	6.11	9.03

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	33.27	-16.88
Telecom - Services	2.17	4.16
Petroleum Products	4.65	4.12
Electrical Equipment	0.62	2.31
IT - Software	4.11	7.54
Pharmaceuticals & Biotechnology	3.16	3.1
Industrial Manufacturing	1.87	0.36
Cement & Cement Products	0.13	1.18
Transport Services	0.15	0.55
Construction	4.33	2.72
Finance	4.33	9.41
Ferrous Metals	0.26	1.22
Consumer Durables	0.45	0.67
Banks	16.75	13.15
Diversified FMCG	2.39	2.62
Non - Ferrous Metals	0.12	0.55
Realty	1.28	1.7
Agricultural, Commercial & Construction Vehicles	0.69	-
Leisure Services	0.06	0.36
Automobiles	2.62	5.83
Aerospace & Defense	2.96	0.63
Power	4.33	1.66
Insurance	0.8	1.18
Personal Products	0.01	2.31
Gas	1	0.58
Entertainment	0.15	0.4
Agricultural Food & other Products	0.01	-
Diversified Metals	0.28	-
Oil	0.39	0.56
Food Products	0.12	0.39
Chemicals & Petrochemicals	0.2	0.29
Capital Markets	0.08	-
Metals & Minerals Trading	0.09	-
Healthcare Services	0.17	0.77
Auto Components	0.97	1.38
Industrial Products	0.27	-
Transport Infrastructure	0.96	-
Consumable Fuels	3.64	-
Financial Technology (Fintech)	0.04	0.53
Fertilizers & Agrochemicals	0.09	0.4
Retailing	0.03	3.56
Beverages	-	1.93
Minerals & Mining	-	0.76