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 Risk | 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 | -1.93% | -1.78% |
6 Month | -3.62% | -3.57% |
1 Year | 7.08% | 5.71% |
3 Year | 8.37% | 10.01% |
5 Year | 8.99% | 9.8% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.65% | -1.65% |
3 Year | 9.29% | 10.23% |
5 Year | 9.42% | 9.86% |
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 | 7.251% | 6.562% |
Sharp | 0.317% | 0.612% |
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 |
Fund Manage | 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 | -21.01 | 52.08 |
Large Cap | 64.36 | 33.67 |
Small Cap | 8.27 | 18.76 |
Mid Cap | 9.73 | 15.24 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | -21.01 | 52.08 |
Telecom - Services | 3.83 | - |
Realty | 1.43 | 3.59 |
Petroleum Products | 3.2 | 1.99 |
IT - Software | 9.6 | 4.97 |
Capital Markets | 0.92 | 3.27 |
Cement & Cement Products | 1.03 | - |
Construction | 2.69 | 2.32 |
Ferrous Metals | 0.85 | - |
Retailing | 4.71 | 1.74 |
Finance | 8.63 | 4 |
Diversified FMCG | 2.42 | - |
Banks | 14.55 | 12.4 |
Pharmaceuticals & Biotechnology | 4.45 | 7.17 |
Auto Components | 1.27 | 0.79 |
Industrial Manufacturing | 0.37 | - |
Electrical Equipment | 1.73 | 1.73 |
Automobiles | 4.93 | 0.76 |
Personal Products | 1.39 | 0.14 |
Transport Services | 0.78 | - |
Gas | 0.53 | - |
Beverages | 2.55 | 1.78 |
Diversified Metals | 1.19 | - |
Oil | 0.29 | - |
Entertainment | 0.1 | - |
Aerospace & Defense | 0.59 | 0.44 |
Consumer Durables | 0.64 | 4.71 |
Healthcare Services | 2.19 | 1.11 |
Food Products | 0.11 | - |
Power | 1.74 | 3.41 |
Chemicals & Petrochemicals | 0.37 | 0.59 |
Fertilizers & Agrochemicals | 0.47 | 1.15 |
Insurance | 1.42 | - |
Leisure Services | 0.37 | 1.77 |
Financial Technology (Fintech) | 1.02 | 1.72 |
Non - Ferrous Metals | - | 0.09 |
Paper, Forest & Jute Products | - | 0.74 |
Industrial Products | - | 4.55 |
Commercial Services & Supplies | - | 0.74 |
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