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HDFC Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
HDFC Balanced Advantage Fund - Growth Plan
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94251 Cr | ₹2193 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 10 Oct 2014 |
| 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 | 21.38% | 24% |
| Expense Ratio | 1.35 | 2.04 |
| Manager | Anil Bamboli | Ritika Behera |
| ISIN Code | INF179K01830 | INF194KA1UE8 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 3.78% | 2.85% |
| 6 Month | -4.68% | -3.92% |
| 1 Year | 9.89% | 8.89% |
| 3 Year | 20.1% | 9.21% |
| 5 Year | 28.15% | 14.92% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | -0.67% | -0.75% |
| 1 Year | -1.24% | 0.56% |
| 3 Year | 17.99% | 10.33% |
| 5 Year | 20.9% | 9.79% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 18.17% | 9.02% |
| 3 Year | 15.89% | 8.54% |
| 5 Year | 14.91% | 8.78% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 9.701% | 7.606% |
| Sharp | 1.207% | 0.199% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Anil Bamboli | Ritika Behera |
| Total AUM | ₹135442 Cr | ₹43013 Cr |
| Funds Managed | 12 | 19 |
| HDFC Balanced Advantage Fund - Growth Plan | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 45.54 | 16.93 |
| Large Cap | 52.58 | 63.97 |
| Small Cap | 6.1 | 11.1 |
| Mid Cap | 6.45 | 8 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 43.92 | 16.17 |
| Communication Services | 2.71 | 4.98 |
| Energy | 7.4 | 3.15 |
| Technology | 5.37 | 12.95 |
| Industrials | 8.87 | 4.74 |
| Basic Materials | 2 | 6.1 |
| Financial Services | 22.36 | 25.51 |
| Consumer Cyclical | 5.5 | 9.51 |
| Consumer Defensive | 2.65 | 6.86 |
| Real Estate | 1.44 | 1.46 |
| Healthcare | 4.17 | 7.43 |
| Utilities | 4.3 | 1.15 |
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