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) | ₹2302 Cr | ₹3342 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 | -0.2% | -1.04% |
6 Month | 5.99% | 4.87% |
1 Year | 4.15% | 4.24% |
3 Year | 11.11% | 14.03% |
5 Year | 10.9% | 13.21% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.57% | 2.21% |
1 Year | 6.71% | 5.17% |
3 Year | 11.29% | 14.27% |
5 Year | 10.22% | 12.94% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.94% | 8.75% |
3 Year | 8.56% | 10.38% |
5 Year | 9.08% | 9.89% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.19% | 7.80% |
Sharp | 0.89% | 1.16% |
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 | 24.76 | 36.84 |
Large Cap | 55.43 | 55.12 |
Small Cap | 10.08 | 3.25 |
Mid Cap | 9.72 | 4.8 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 18.98 | 32.21 |
Communication Services | 5.5 | 2.72 |
Energy | 3.54 | 8.05 |
Technology | 13.68 | 7.29 |
Financial Services | 23.3 | 22 |
Basic Materials | 4.26 | 3.7 |
Industrials | 6.34 | 6.68 |
Consumer Cyclical | 7.46 | 6.33 |
Consumer Defensive | 6.24 | 3.56 |
Healthcare | 7.61 | 4.45 |
Utilities | 1.92 | 2.36 |
Real Estate | 1.18 | 0.64 |
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