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

BANDHAN Balanced Advantage Fund Regular Plan Growth

HSBC Balanced Advantage Fund - Regular Growth

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	Moderately High	Very High
Asset Size (Cr)	₹2265 Cr	₹1446 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Oct 2014	01 Jan 2013
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	1.94	2.12
Manager	Ritika Behera	Mahesh A Chhabria
ISIN Code	INF194KA1UE8	INF917K01KY4
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.53%	0.98%
6 Month	11.93%	10.57%
1 Year	21.27%	23.64%
3 Year	9.75%	11.7%
5 Year	12.4%	11.86%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	8.96%	8.57%
3 Year	19.58%	21.35%
5 Year	33.63%	33.62%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.44%	11.08%
3 Year	26.27%	27.05%
5 Year	36.2%	37.8%

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%

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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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-16.01	33.62
Large Cap	62.25	30.99
Mid Cap	9.03	18.95
Small Cap	6.73	16.44

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	-16.88	2.29
Automobiles	5.83	-
Telecom - Services	4.16	-
Petroleum Products	4.12	-
IT - Software	7.54	-
Cement & Cement Products	1.18	-
Construction	2.72	6.93
Ferrous Metals	1.22	-
Finance	9.41	-
Retailing	3.56	-
Diversified FMCG	2.62	-
Non - Ferrous Metals	0.55	-
Banks	13.15	-
Pharmaceuticals & Biotechnology	3.1	-
Auto Components	1.38	-
Industrial Manufacturing	0.36	-
Electrical Equipment	2.31	-
Personal Products	2.31	-
Transport Services	0.55	-
Gas	0.58	-
Beverages	1.93	-
Oil	0.56	-
Entertainment	0.4	-
Aerospace & Defense	0.63	-
Realty	1.7	-
Consumer Durables	0.67	-
Minerals & Mining	0.76	-
Food Products	0.39	-
Fertilizers & Agrochemicals	0.4	-
Chemicals & Petrochemicals	0.29	-
Power	1.66	-
Insurance	1.18	-
Leisure Services	0.36	-
Healthcare Services	0.77	-
Financial Technology (Fintech)	0.53	-
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