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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

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) ₹2268 Cr ₹1504 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 2.01 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 1.92% 2.15%
6 Month 4.69% 5.97%
1 Year 15.78% 16.76%
3 Year 9.71% 12.04%
5 Year 10.86% 11.03%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 12.47% 13.76%
3 Year 13.46% 15.45%
5 Year 12.1% 12.97%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.89% 8.47%
3 Year 8.51% 8.89%
5 Year 8.42% 8.9%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.89% 5.55%
Sharp 0.48% 0.82%
Beta 0.84% 0.73%
Alpha -0.51% 1.73%

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

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 -21.01 33.62
Large Cap 64.36 30.99
Small Cap 8.27 16.44
Mid Cap 9.73 18.95

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

HSBC Balanced Advantage Fund - Regular Growth

Others -21.01 2.29
Telecom - Services 3.83 -
Realty 1.43 -
Petroleum Products 3.2 -
IT - Software 9.6 -
Capital Markets 0.92 -
Cement & Cement Products 1.03 -
Construction 2.69 6.93
Ferrous Metals 0.85 -
Retailing 4.71 -
Finance 8.63 -
Diversified FMCG 2.42 -
Banks 14.55 -
Pharmaceuticals & Biotechnology 4.45 -
Auto Components 1.27 -
Industrial Manufacturing 0.37 -
Electrical Equipment 1.73 -
Automobiles 4.93 -
Personal Products 1.39 -
Transport Services 0.78 -
Gas 0.53 -
Beverages 2.55 -
Diversified Metals 1.19 -
Oil 0.29 -
Entertainment 0.1 -
Aerospace & Defense 0.59 -
Consumer Durables 0.64 -
Healthcare Services 2.19 -
Food Products 0.11 -
Power 1.74 -
Chemicals & Petrochemicals 0.37 -
Fertilizers & Agrochemicals 0.47 -
Insurance 1.42 -
Leisure Services 0.37 -
Financial Technology (Fintech) 1.02 -
Sovereign - 11.69
Energy - 6.84
Services - 7.59
Technology - 3.94
Financial - 33.15
Healthcare - 7.24
Consumer Staples - 4.63
Automobile - 1.22
Materials - 3.09
Chemicals - 1.32
Capital Goods - 4.76
Communication - 2.74
Consumer Discretionary - 1.12
Textiles - 0.48
Metals & Mining - 0.97

Top Comparisons

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns4.96%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now

ICICI Prudential Silver ETF Fund of Fund - Growth ICICI Prudential Silver ETF Fund of Fund - Growth

3Y Returns0%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns19.05%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns25.6%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.14%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.23%

Compare Now
Request call back
Add to Cart Successfully