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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1325 Cr | ₹2320 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Dec 2023 | 10 Oct 2014 |
| 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% |
| Expense Ratio | 2.09 | 2.04 |
| Manager | Siddharth Chaudhary | Ritika Behera |
| ISIN Code | INF0QA701680 | INF194KA1UE8 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.57% | 0.74% |
| 6 Month | 5.32% | 3.7% |
| 1 Year | 5.84% | 3.61% |
| 3 Year | - | 10.73% |
| 5 Year | - | 9.92% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.2% | 2.49% |
| 1 Year | 15.17% | 10.25% |
| 3 Year | - | 10.37% |
| 5 Year | - | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 2.84% | 8.59% |
| 3 Year | - | 8.77% |
| 5 Year | - | 9.26% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 6.54% |
| Sharp | - | 0.61% |
| Beta | - | 0.90% |
| Alpha | - | -0.14% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Ritika Behera |
| Total AUM | ₹7136 Cr | ₹43013 Cr |
| Funds Managed | 8 | 19 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 22.47 | 27.28 |
| Large Cap | 66.11 | 52.63 |
| Mid Cap | 9.27 | 11.63 |
| Small Cap | 2.15 | 8.46 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 18.62 | 20.43 |
| Energy | 5.45 | 3.56 |
| Technology | 7.6 | 8.77 |
| Consumer Cyclical | 6.01 | 8.42 |
| Industrials | 7.84 | 6.17 |
| Basic Materials | 5.54 | 4.22 |
| Consumer Defensive | 6.42 | 5.97 |
| Financial Services | 22.6 | 25.8 |
| Healthcare | 14.19 | 6.41 |
| Real Estate | 2.7 | 2.01 |
| Communication Services | 3.01 | 6.58 |
| Utilities | - | 1.66 |
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