Axis Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2193 Cr | ₹2652 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Oct 2014 | 01 Aug 2017 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 24% | 24% |
Expense Ratio | 2.04 | 2 |
Manager | Ritika Behera | Hardik Shah |
ISIN Code | INF194KA1UE8 | INF846K01A52 |
Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.24% | 2.39% |
6 Month | 0.54% | 1.58% |
1 Year | 7.91% | 13.12% |
3 Year | 10.33% | 14.19% |
5 Year | 12.6% | 14.2% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.8% | 2.28% |
1 Year | 3.11% | 4.99% |
3 Year | 11.18% | 15.41% |
5 Year | 10.15% | 13.48% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.02% | 8.22% |
3 Year | 8.54% | 9.95% |
5 Year | 8.78% | 8.8% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.606% | 8.096% |
Sharp | 0.199% | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Ritika Behera | Hardik Shah |
Total AUM | ₹43013 Cr | ₹0 Cr |
Funds Managed | 19 | 12 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 16.93 | 34.05 |
Large Cap | 63.97 | 56.4 |
Small Cap | 11.1 | 4.04 |
Mid Cap | 8 | 5.5 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 16.17 | 32.81 |
Communication Services | 4.98 | 3.08 |
Energy | 3.15 | 7.7 |
Technology | 12.95 | 6.58 |
Financial Services | 25.51 | 21.88 |
Basic Materials | 6.1 | 3.97 |
Industrials | 4.74 | 5.28 |
Consumer Cyclical | 9.51 | 7.77 |
Consumer Defensive | 6.86 | 2.51 |
Healthcare | 7.43 | 5.99 |
Utilities | 1.15 | 1.99 |
Real Estate | 1.46 | 0.43 |
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