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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) | ₹2320 Cr | ₹3810 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 | -0.77% | -0.6% |
| 6 Month | 3.09% | 3.17% |
| 1 Year | 3.11% | 4.32% |
| 3 Year | 10.96% | 14.01% |
| 5 Year | 9.44% | 11.69% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.84% | 2.31% |
| 1 Year | 9.87% | 10.02% |
| 3 Year | 10.19% | 12.92% |
| 5 Year | 9.58% | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.59% | 7.96% |
| 3 Year | 8.77% | 10.86% |
| 5 Year | 9.26% | 10.67% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.54% | 7.47% |
| Sharp | 0.61% | 0.90% |
| Beta | 0.90% | 1.06% |
| Alpha | -0.14% | 1.82% |
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 | 27.02 | 35.01 |
| Large Cap | 52.55 | 57.06 |
| Small Cap | 8.75 | 2.77 |
| Mid Cap | 11.68 | 5.16 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.64 | 28.65 |
| Communication Services | 6.61 | 2.15 |
| Energy | 3.7 | 6.73 |
| Technology | 10.22 | 9.23 |
| Financial Services | 26.52 | 21.62 |
| Basic Materials | 4.93 | 3.51 |
| Consumer Defensive | 4.86 | 4.69 |
| Industrials | 6 | 7.6 |
| Consumer Cyclical | 8.79 | 7.12 |
| Healthcare | 5.67 | 5.03 |
| Utilities | 1.04 | 2.18 |
| Real Estate | 2.02 | 1.5 |
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