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HDFC Capital Builder Value Fund vs BANDHAN Sterling Value Fund compare
HDFC Value Fund - Growth Plan
BANDHAN Sterling Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6950 Cr | ₹9587 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 | 1.77 |
| Manager | Dhruv Muchhal | Ritika Behera |
| ISIN Code | INF179K01426 | INF194K01342 |
| Exits Load | HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Sterling Value 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 Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.7% | 5.57% |
| 6 Month | -7.42% | -8.57% |
| 1 Year | 10.51% | 5.22% |
| 3 Year | 16.12% | 15.04% |
| 5 Year | 25.74% | 32.87% |
SIP Return Analysis
| Scheme Name | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.64% | -0.54% |
| 1 Year | -3.07% | -6.71% |
| 3 Year | 18.23% | 15.97% |
| 5 Year | 19.27% | 21.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.89% | 13.57% |
| 3 Year | 15.26% | 17.79% |
| 5 Year | 14.67% | 16.52% |
Risk Management
| Scheme Name | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.249% | 13.72% |
| Sharp | 0.598% | 0.672% |
| Beta | 0.965% | 0.912% |
| Alpha | 2.056% | 3.11% |
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Fund Managers
| Scheme Name | HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Ritika Behera |
| Total AUM | ₹520687 Cr | ₹43013 Cr |
| Funds Managed | 40 | 19 |
| HDFC Value Fund - Growth Plan | BANDHAN Sterling Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Value Fund - Growth Plan |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.55 | 9.33 |
| Large Cap | 67.83 | 59.51 |
| Mid Cap | 13.77 | 14.74 |
| Small Cap | 16.85 | 16.41 |
Sector Allocation
| Scheme Name |
HDFC Value Fund - Growth Plan |
BANDHAN Sterling Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.55 | 9.28 |
| Communication Services | 4.97 | - |
| Technology | 12.29 | 8.39 |
| Consumer Defensive | 8.24 | 7.36 |
| Industrials | 8.53 | 8.15 |
| Consumer Cyclical | 9.82 | 10.93 |
| Healthcare | 9.02 | 5.86 |
| Energy | 2.31 | 8.1 |
| Financial Services | 31.78 | 28.95 |
| Basic Materials | 2.97 | 8.56 |
| Utilities | 4.93 | 2.62 |
| Real Estate | 3.59 | 1.78 |
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