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

Link copied to clipboard!

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

Invest Now

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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 Very High Moderately High
Asset Size (Cr) ₹7267 Cr ₹2265 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 2000 05 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 1.79 1.94
Manager Lovelish Solanki Ritika Behera
ISIN Code INF084M01AB8 INF194KA1UE8
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 1.88% 1.53%
6 Month 12.07% 11.93%
1 Year 21.5% 21.27%
3 Year 11.81% 9.75%
5 Year 14.25% 12.4%

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 - -
1 Year 10.37% 8.96%
3 Year 23.8% 19.58%
5 Year 42.23% 33.63%

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 13.79% 11.44%
3 Year 32.93% 26.27%
5 Year 45.24% 36.2%

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% 6.89%
Sharp 0.86% 0.48%
Beta 0.83% 0.84%
Alpha 1.84% -0.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 23.54 -16.01
Large Cap 47.16 62.25
Mid Cap 7.19 9.03
Small Cap 3.17 6.73

Sector Allocation

Scheme Name

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

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 18.04 -16.88
Financial 19.29 -
Energy 6.43 -
Sovereign 6.39 -
Technology 4.01 -
Construction 2.06 2.72
Consumer Staples 5.1 -
Automobile 4.27 -
Communication 4.11 -
Healthcare 2.88 -
Metals & Mining 1.68 -
Materials 2.42 -
Consumer Discretionary 1.45 -
Capital Goods 1.95 -
Diversified 0.45 -
Services 0.28 -
Chemicals 0.25 -
Banks - 13.15
IT - Software - 7.54
Finance - 9.41
Petroleum Products - 4.12
Telecom - Services - 4.16
Personal Products - 2.31
Automobiles - 5.83
Diversified FMCG - 2.62
Pharmaceuticals & Biotechnology - 3.1
Beverages - 1.93
Insurance - 1.18
Electrical Equipment - 2.31
Retailing - 3.56
Power - 1.66
Realty - 1.7
Ferrous Metals - 1.22
Healthcare Services - 0.77
Minerals & Mining - 0.76
Cement & Cement Products - 1.18
Consumer Durables - 0.67
Aerospace & Defense - 0.63
Gas - 0.58
Auto Components - 1.38
Oil - 0.56
Transport Services - 0.55
Non - Ferrous Metals - 0.55
Financial Technology (Fintech) - 0.53
Fertilizers & Agrochemicals - 0.4
Entertainment - 0.4
Food Products - 0.39
Industrial Manufacturing - 0.36
Leisure Services - 0.36
Chemicals & Petrochemicals - 0.29

Top Comparisons

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns17.65%

VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns18.8%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.09%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

Compare Now

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns17.64%

Compare Now
Request call back
Add to Cart Successfully