Compare Bandhan Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | NA | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.01 | 1.35 |
NAV | ₹23.14 | ₹492.47 |
Fund Started | 17 Sep 2014 | 20 Jul 2000 |
Fund Size | ₹2268.45 Cr | ₹94865.65 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 17.01% | 25.92% |
3 Year | 7.67% | 19.70% |
5 Year | 10.79% | 20.05% |
Holding Analysis
Equity | 43.71% | 51.72% |
Cash | 39.57% | 18.15% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Nishita Shah | Anil Bamboli |
Start Date | 24 May 2023 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 17 Sep 2014 | 20 Jul 2000 |
