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 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

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month -2.08% -1.82%
6 Month 5.39% 6.47%
1 Year 16.48% 18.45%
3 Year 7.86% 10.21%
5 Year 10.66% 10.76%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 13.79% 15.05%
3 Year 13.23% 15.13%
5 Year 11.93% 12.71%

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 -16.01 33.62
Large Cap 62.25 30.99
Mid Cap 9.03 18.95
Small Cap 6.73 16.44

Sector Allocation

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

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