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

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

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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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	2.93%	1.98%
6 Month	2.57%	0.44%
1 Year	10.84%	7.54%
3 Year	12.79%	10.23%
5 Year	15.46%	12.19%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	3.56%	1.8%
1 Year	5.98%	3.11%
3 Year	13.35%	11.18%
5 Year	12.66%	10.15%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	11.38%	9.02%
3 Year	11.47%	8.54%
5 Year	11.16%	8.78%

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	0.51%	0.199%
Beta	0.97%	-
Alpha	1.72%	-

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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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	24.06	16.93
Large Cap	48.66	63.97
Mid Cap	15.42	8
Small Cap	4.32	11.1

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	19.59	16.17
Telecom - Services	1.65	-
Petroleum Products	4.64	-
Electrical Equipment	1.48	-
IT - Software	6	-
Cement & Cement Products	1.57	-
Personal Products	1.83	-
Construction	1.84	-
Finance	5.05	-
Retailing	2.5	-
Banks	14.92	-
Diversified FMCG	0.94	-
Pharmaceuticals & Biotechnology	3.48	-
Non - Ferrous Metals	1.56	-
Realty	2.67	-
Healthcare Services	0.96	-
Aerospace & Defense	0.28	-
Auto Components	3.04	-
Ferrous Metals	1.38	-
Automobiles	1.59	-
Industrial Products	1.44	-
Insurance	2.47	-
Consumer Durables	1.35	-
Transport Infrastructure	1.89	-
Diversified Metals	0.66	-
Oil	0.58	-
Power	2.26	-
Fertilizers & Agrochemicals	0.53	-
Leisure Services	0.4	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.31	-
Minerals & Mining	0.58	-
Transport Services	0.66	-
Chemicals & Petrochemicals	0.83	-
Beverages	1.4	-
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