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Aditya Birla Sun Life Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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