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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 | 4.4% | 4.53% |
| 6 Month | -1.15% | -1.74% |
| 1 Year | 8.83% | 8.02% |
| 3 Year | 9.26% | 10.67% |
| 5 Year | 12.8% | 12.08% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.99% | 0.6% |
| 1 Year | 2.52% | 2.02% |
| 3 Year | 10.9% | 11.7% |
| 5 Year | 10.01% | 10.54% |
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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