HSBC Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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 | Very High | Moderately High |
Asset Size (Cr) | ₹2193 Cr | ₹1504 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2014 | 07 Feb 2011 |
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 | 2.04 | 2.11 |
Manager | Ritika Behera | Mahesh A Chhabria |
ISIN Code | INF194KA1UE8 | INF917K01KY4 |
Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 4.21% | 3.36% |
6 Month | -3.8% | -3.67% |
1 Year | 7.96% | 7.07% |
3 Year | 8.78% | 10.57% |
5 Year | 14.18% | 13.09% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | -1.58% | -2.38% |
1 Year | -0.29% | -1.17% |
3 Year | 10.22% | 10.93% |
5 Year | 9.74% | 10.16% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 9.02% | 8.61% |
3 Year | 8.54% | 9.03% |
5 Year | 8.78% | 9.29% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.606% | 6.954% |
Sharp | 0.199% | 0.453% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 16.93 | 34.98 |
Large Cap | 63.97 | 35.51 |
Small Cap | 11.1 | 17.5 |
Mid Cap | 8 | 12.01 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 16.17 | 34.7 |
Communication Services | 4.98 | - |
Energy | 3.15 | 2.98 |
Technology | 12.95 | 8.81 |
Financial Services | 25.51 | 21.09 |
Basic Materials | 6.1 | 1.87 |
Industrials | 4.74 | 7.87 |
Consumer Cyclical | 9.51 | 7.2 |
Consumer Defensive | 6.86 | 2.37 |
Healthcare | 7.43 | 6.65 |
Utilities | 1.15 | 3.73 |
Real Estate | 1.46 | 2.71 |
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