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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund 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) | ₹2263 Cr | ₹3591 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 | 0.37% | 0.95% |
| 6 Month | 5.4% | 4.86% |
| 1 Year | 4.18% | 4.25% |
| 3 Year | 11.08% | 14.58% |
| 5 Year | 10.57% | 13.05% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.04% |
| 1 Year | 8.03% | 6.89% |
| 3 Year | 10.32% | 12.97% |
| 5 Year | 9.61% | 12.15% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.72% | 8.43% |
| 3 Year | 8.7% | 10.68% |
| 5 Year | 9.19% | 10.45% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.49% | 7.43% |
| Sharp | 0.55% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.13 | 35.01 |
| Large Cap | 53.66 | 56.65 |
| Small Cap | 9.5 | 2.51 |
| Mid Cap | 10.71 | 5.84 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.08 | 29.95 |
| Communication Services | 6.33 | 2.02 |
| Energy | 3.19 | 6.86 |
| Technology | 8.77 | 8.14 |
| Financial Services | 25.64 | 22.29 |
| Basic Materials | 4.21 | 3.67 |
| Consumer Defensive | 6.31 | 4.2 |
| Industrials | 6.16 | 7.02 |
| Consumer Cyclical | 9.68 | 6.85 |
| Healthcare | 7.02 | 5.28 |
| Real Estate | 1.92 | 1.37 |
| Utilities | 1.7 | 2.34 |
Top Comparisons
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.54%
Franklin India Balanced Advantage Fund- Growth
3Y Returns13.55%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns21.35%
HSBC Business Cycles Fund - Regular Growth
3Y Returns21.96%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.64%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.81%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns16.73%
HSBC Large Cap Fund - Regular Growth
3Y Returns15.74%
