BANDHAN Sterling Value Fund vs HDFC Capital Builder Value Fund compare

Link copied to clipboard!

tortoise-icon HDFC Capital Builder Value Fund - Growth Plan

Invest Now

tortoise-icon BANDHAN Sterling Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Fund HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7315 Cr ₹9754 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 07 Mar 2008
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 4.74% 15%
Expense Ratio 1.84 1.75
Manager Dhruv Muchhal Ritika Behera
ISIN Code INF179K01426 INF194K01342
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Month -6.66% -6.69%
6 Month 7.37% 3.54%
1 Year 31.48% 27.17%
3 Year 16.14% 17.91%
5 Year 19.45% 25%

SIP Return Analysis

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
6 Month - -
1 Year 23.37% 17.01%
3 Year 25.68% 24.13%
5 Year 24.62% 28.38%

Rolling Lumpsum Returns

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
1 Year 14.74% 13.19%
3 Year 15.19% 17.79%
5 Year 14.49% 16.38%

Risk Management

Scheme Name HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Standard Deviation 12.73% 13.04%
Sharp 1.15% 1.23%
Beta 0.96% 0.86%
Alpha 2.13% 5.56%

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 HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth
Name Dhruv Muchhal Ritika Behera
Total AUM ₹520687 Cr ₹43013 Cr
Fund Manage 40 19
HDFC Capital Builder Value Fund - Growth Plan BANDHAN Sterling Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 0.41 5.99
Large Cap 66.86 62.52
Mid Cap 13.74 15.05
Small Cap 18.99 17.58

Sector Allocation

Scheme Name

HDFC Capital Builder Value Fund - Growth Plan

BANDHAN Sterling Value Fund - Regular Plan - Growth

Others 0.41 5.99
Telecom - Services 5.13 1.04
IT - Software 8.3 7.64
IT - Services 0.68 -
Personal Products 2.51 1.41
Transport Services 0.62 1.1
Construction 4.84 5.43
Retailing 1.19 1.39
Healthcare Services 1.78 -
Petroleum Products 1.74 4.49
Diversified FMCG 1.92 1.96
Pharmaceuticals & Biotechnology 6.81 6.52
Banks 23.21 18.87
Agricultural, Commercial & Construction Vehicles 0.46 -
Consumer Durables 2.31 2.36
Automobiles 4.31 5.78
Cement & Cement Products 2.27 0.83
Ferrous Metals 0.64 3.74
Telecom - Equipment & Accessories 1.34 -
Capital Markets 2.21 -
Chemicals & Petrochemicals 0.15 0.77
Finance 3.33 4.13
Insurance 1.77 3.65
Gas 0.91 1.71
Power 4.29 3.73
Entertainment 0.69 -
Realty 3.96 1
Auto Components 3.52 3.78
Aerospace & Defense 1.45 -
Electrical Equipment 0.39 2.53
Transport Infrastructure 0.56 -
Consumable Fuels 0.94 1.31
Industrial Manufacturing 0.49 -
Industrial Products 1.5 0.68
Beverages 3.37 1.9
Non - Ferrous Metals - 1.49
Leisure Services - 2.1
Oil - 1.12
Commercial Services & Supplies - 1.08
Food Products - 1.61

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.05%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.42%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns6.43%

VS

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.42%

Compare Now

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns11.91%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns14.76%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.28%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.25%

Compare Now
Request call back
Add to Cart Successfully