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) | ₹8208 Cr | ₹2268 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 | 1.66% | 1.64% |
6 Month | 10.56% | 9.02% |
1 Year | 3.79% | 2.56% |
3 Year | 12.35% | 9.95% |
5 Year | 13.91% | 10.63% |
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 | 2.53% | 2.31% |
1 Year | 10.66% | 7.76% |
3 Year | 12.72% | 10.64% |
5 Year | 11.95% | 9.76% |
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 | 11.15% | 8.84% |
3 Year | 11.52% | 8.65% |
5 Year | 11.34% | 9.15% |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 6.2% | 6.58% |
Sharp | 0.84% | 0.45% |
Beta | 0.1% | - |
Alpha | 5.69% | - |
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 | 37.74 | 25.96 |
Large Cap | 42.5 | 55.46 |
Mid Cap | 12.73 | 9.19 |
Small Cap | 7.03 | 9.39 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 29.34 | 19.96 |
Communication Services | 1.25 | 5.14 |
Energy | 3.71 | 3.3 |
Technology | 7.26 | 12.17 |
Basic Materials | 6.87 | 3.73 |
Industrials | 7.56 | 6.28 |
Financial Services | 22.35 | 23.35 |
Consumer Cyclical | 6.46 | 8.04 |
Healthcare | 4.08 | 7.48 |
Real Estate | 3.01 | 1.28 |
Consumer Defensive | 5.94 | 7.59 |
Utilities | 2.17 | 1.7 |
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