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) | ₹7239 Cr | ₹2193 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 | 1.3% | 1.36% |
6 Month | 3.48% | -0.46% |
1 Year | 8.64% | 6.38% |
3 Year | 14.94% | 13.19% |
5 Year | 15.48% | 12.2% |
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 | 5.96% | 4.35% |
1 Year | 10.07% | 6.11% |
3 Year | 13.8% | 11.3% |
5 Year | 12.73% | 10.19% |
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 | 11.28% | 8.94% |
3 Year | 11.48% | 8.56% |
5 Year | 11.23% | 9.08% |
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% | 7.606% |
Sharp | 0.96% | 0.199% |
Beta | 1% | - |
Alpha | 1.01% | - |
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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 | 26.23 | 16.93 |
Large Cap | 51.42 | 63.97 |
Mid Cap | 16.21 | 8 |
Small Cap | 4.68 | 11.1 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 22.03 | 16.17 |
Telecom - Services | 1.8 | - |
Petroleum Products | 4.74 | - |
Electrical Equipment | 1.39 | - |
IT - Software | 5.61 | - |
Cement & Cement Products | 2.04 | - |
Personal Products | 2.18 | - |
Construction | 1.44 | - |
Finance | 4.16 | - |
Retailing | 2.88 | - |
Banks | 15.59 | - |
Pharmaceuticals & Biotechnology | 3.7 | - |
Non - Ferrous Metals | 1.61 | - |
Realty | 2.58 | - |
Healthcare Services | 0.89 | - |
Aerospace & Defense | 0.36 | - |
Auto Components | 3.28 | - |
Ferrous Metals | 1.58 | - |
Transport Infrastructure | 2.02 | - |
Automobiles | 1.67 | - |
Industrial Products | 1.81 | - |
Insurance | 3.04 | - |
Diversified FMCG | 1.04 | - |
Consumer Durables | 1.65 | - |
Diversified Metals | 0.69 | - |
Oil | 0.58 | - |
Power | 2.36 | - |
Fertilizers & Agrochemicals | 0.66 | - |
Leisure Services | 0.58 | - |
Metals & Minerals Trading | 0.13 | - |
Consumable Fuels | 0.27 | - |
Minerals & Mining | 0.54 | - |
Transport Services | 0.65 | - |
Chemicals & Petrochemicals | 0.75 | - |
Beverages | 2.24 | - |
Communication Services | - | 4.98 |
Energy | - | 3.15 |
Technology | - | 12.95 |
Financial Services | - | 25.51 |
Basic Materials | - | 6.1 |
Industrials | - | 4.74 |
Consumer Cyclical | - | 9.51 |
Consumer Defensive | - | 6.86 |
Healthcare | - | 7.43 |
Utilities | - | 1.15 |
Real Estate | - | 1.46 |
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