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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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) | ₹8944 Cr | ₹2309 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -1.42% | -1.92% |
| 6 Month | 2.39% | 1.33% |
| 1 Year | 10.85% | 7.93% |
| 3 Year | 13.04% | 11.38% |
| 5 Year | 11.17% | 9.05% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | -0.49% | -1.21% |
| 1 Year | 4.42% | 2.29% |
| 3 Year | 10.04% | 7.76% |
| 5 Year | 10.63% | 8.38% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.36% | 8.52% |
| 3 Year | 11.76% | 8.81% |
| 5 Year | 11.66% | 9.28% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.89% |
| Sharp | 0.97% | 0.84% |
| Beta | 1.08% | 0.87% |
| Alpha | 1.36% | 0.83% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 40.37 | 26.72 |
| Large Cap | 38.84 | 53.36 |
| Mid Cap | 13.67 | 11.06 |
| Small Cap | 7.12 | 8.87 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 26.45 | 19.38 |
| Communication Services | 1.28 | 6.66 |
| Energy | 3.35 | 3.75 |
| Technology | 8.4 | 9.61 |
| Industrials | 7.14 | 6.62 |
| Financial Services | 21.89 | 26.33 |
| Healthcare | 5.33 | 5.84 |
| Basic Materials | 6.94 | 5.22 |
| Real Estate | 3.88 | 1.79 |
| Consumer Cyclical | 7.84 | 8.82 |
| Consumer Defensive | 5.45 | 4.94 |
| Utilities | 2.06 | 1.03 |
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