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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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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 -3.99% -3.88%
6 Month -1.82% -2.37%
1 Year 9.58% 9.53%
3 Year 8.56% 10.43%
5 Year 9.78% 9.98%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 3.28% 3.26%
3 Year 10.91% 12.23%
5 Year 10.44% 11.02%

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%

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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 51.86
Large Cap 64.36 31.05
Small Cap 8.27 19.75
Mid Cap 9.73 16.92

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

HSBC Balanced Advantage Fund - Regular Growth

Others -21.01 51.86
Telecom - Services 3.83 -
Realty 1.43 3.79
Petroleum Products 3.2 2.12
IT - Software 9.6 4.47
Capital Markets 0.92 3.37
Cement & Cement Products 1.03 -
Construction 2.69 2.37
Ferrous Metals 0.85 -
Retailing 4.71 1.7
Finance 8.63 4.23
Diversified FMCG 2.42 -
Banks 14.55 12.63
Pharmaceuticals & Biotechnology 4.45 7.59
Auto Components 1.27 0.84
Industrial Manufacturing 0.37 -
Electrical Equipment 1.73 1.53
Automobiles 4.93 0.77
Personal Products 1.39 0.16
Transport Services 0.78 -
Gas 0.53 -
Beverages 2.55 1.72
Diversified Metals 1.19 -
Oil 0.29 -
Entertainment 0.1 -
Aerospace & Defense 0.59 0.46
Consumer Durables 0.64 4.41
Healthcare Services 2.19 0.96
Food Products 0.11 -
Power 1.74 3.5
Chemicals & Petrochemicals 0.37 0.61
Fertilizers & Agrochemicals 0.47 1.17
Insurance 1.42 -
Leisure Services 0.37 1.57
Financial Technology (Fintech) 1.02 1.55
Non - Ferrous Metals - 0.17
Paper, Forest & Jute Products - 0.81
Industrial Products - 4.5
Commercial Services & Supplies - 0.72

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