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

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	Moderately High
Asset Size (Cr)	₹89878 Cr	₹2265 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Feb 1994	05 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	1.36	1.94
Manager	Anil Bamboli	Ritika Behera
ISIN Code	INF179K01830	INF194KA1UE8
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	0.8%	1.53%
6 Month	14.14%	11.93%
1 Year	37.88%	21.27%
3 Year	25.15%	9.75%
5 Year	22.06%	12.4%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	16.09%	8.96%
3 Year	46.46%	19.58%
5 Year	86.54%	33.63%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	23.04%	11.44%
3 Year	65.03%	26.27%
5 Year	91.64%	36.2%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	9.4%	6.89%
Sharp	1.72%	0.48%
Beta	0.99%	0.84%
Alpha	11.94%	-0.51%

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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
Fund Manage	12	19
	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Large Cap	51.6	62.25
Others	34.85	-16.01
Mid Cap	6.11	9.03
Small Cap	7.44	6.73

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	BANDHAN Balanced Advantage Fund Regular Plan Growth
Banks	16.75	13.15
Others	33.27	-16.88
Consumable Fuels	3.64	-
Power	4.33	1.66
Petroleum Products	4.65	4.12
Construction	4.33	2.72
IT - Software	4.11	7.54
Diversified FMCG	2.39	2.62
Telecom - Services	2.17	4.16
Finance	4.33	9.41
Pharmaceuticals & Biotechnology	3.16	3.1
Automobiles	2.62	5.83
Gas	1	0.58
Aerospace & Defense	2.96	0.63
Industrial Manufacturing	1.87	0.36
Realty	1.28	1.7
Transport Infrastructure	0.96	-
Electrical Equipment	0.62	2.31
Auto Components	0.97	1.38
Agricultural, Commercial & Construction Vehicles	0.69	-
Insurance	0.8	1.18
Oil	0.39	0.56
Consumer Durables	0.45	0.67
Diversified Metals	0.28	-
Industrial Products	0.27	-
Chemicals & Petrochemicals	0.2	0.29
Healthcare Services	0.17	0.77
Ferrous Metals	0.26	1.22
Entertainment	0.15	0.4
Food Products	0.12	0.39
Non - Ferrous Metals	0.12	0.55
Metals & Minerals Trading	0.09	-
Transport Services	0.15	0.55
Capital Markets	0.08	-
Cement & Cement Products	0.13	1.18
Fertilizers & Agrochemicals	0.09	0.4
Financial Technology (Fintech)	0.04	0.53
Leisure Services	0.06	0.36
Retailing	0.03	3.56
Personal Products	0.01	2.31
Agricultural Food & other Products	0.01	-
Beverages	-	1.93
Minerals & Mining	-	0.76