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

HDFC Balanced Advantage Fund - Growth Plan

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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)	₹94866 Cr	₹2268 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	2.01
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	1.03%	1.92%
6 Month	1.87%	4.69%
1 Year	19.43%	15.78%
3 Year	22.98%	9.71%
5 Year	19.83%	10.86%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	10.12%	12.47%
3 Year	22.88%	13.46%
5 Year	23.82%	12.1%

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%

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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
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	46.37	-21.01
Large Cap	54.24	64.36
Small Cap	7.04	8.27
Mid Cap	6.84	9.73

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	46.37	-21.01
Telecom - Services	2.55	3.83
Petroleum Products	4.95	3.2
Electrical Equipment	0.68	1.73
IT - Software	4.29	9.6
Pharmaceuticals & Biotechnology	4.04	4.45
Industrial Manufacturing	1.49	0.37
Cement & Cement Products	0.19	1.03
Transport Services	0.53	0.78
Construction	4.24	2.69
Finance	4.25	8.63
Ferrous Metals	0.49	0.85
Consumer Durables	0.31	0.64
Banks	18.34	14.55
Diversified FMCG	2.77	2.42
Non - Ferrous Metals	0.12	-
Realty	1.36	1.43
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	0.37
Automobiles	3.27	4.93
Aerospace & Defense	1.44	0.59
Power	4.23	1.74
Insurance	0.84	1.42
Personal Products	0.01	1.39
Gas	0.78	0.53
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	1.19
Oil	0.26	0.29
Food Products	0.08	0.11
Entertainment	0.11	0.1
Industrial Products	0.34	-
Auto Components	0.88	1.27
Chemicals & Petrochemicals	0.37	0.37
Capital Markets	0.1	0.92
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	2.19
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	1.02
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	0.47
Retailing	0.03	4.71
Beverages	-	2.55