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Aditya Birla Sun Life Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹8371 Cr | ₹2263 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 10 Oct 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 24% |
| Expense Ratio | 1.8 | 2.04 |
| Manager | Lovelish Solanki | Ritika Behera |
| ISIN Code | INF084M01AB8 | INF194KA1UE8 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.26% | 1.97% |
| 6 Month | 5.19% | 4.91% |
| 1 Year | 7.9% | 5.32% |
| 3 Year | 12.92% | 10.66% |
| 5 Year | 14.02% | 10.56% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.19% | 0.39% |
| 1 Year | 7.51% | 5.12% |
| 3 Year | 10.95% | 9.09% |
| 5 Year | 10.95% | 8.93% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.08% | 8.72% |
| 3 Year | 11.55% | 8.7% |
| 5 Year | 11.4% | 9.19% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 7.35% | 6.54% |
| Sharp | 0.81% | 0.59% |
| Beta | 1.05% | 0.88% |
| Alpha | 0.62% | -0.60% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Lovelish Solanki | Ritika Behera |
| Total AUM | ₹14756 Cr | ₹43013 Cr |
| Funds Managed | 2 | 19 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 37.79 | 26.13 |
| Large Cap | 41.39 | 53.66 |
| Mid Cap | 12.96 | 10.71 |
| Small Cap | 7.85 | 9.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 28.44 | 19.08 |
| Communication Services | 1.19 | 6.33 |
| Energy | 3.24 | 3.19 |
| Technology | 8.75 | 8.77 |
| Industrials | 7.3 | 6.16 |
| Financial Services | 22.13 | 25.64 |
| Healthcare | 4.21 | 7.02 |
| Basic Materials | 7.15 | 4.21 |
| Real Estate | 3.2 | 1.92 |
| Consumer Cyclical | 6.55 | 9.68 |
| Consumer Defensive | 5.63 | 6.31 |
| Utilities | 2.21 | 1.7 |
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