BANDHAN Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2292 Cr	₹3431 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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.08%	-0.05%
6 Month	7.17%	6.24%
1 Year	3.7%	4.54%
3 Year	10.35%	13.34%
5 Year	10.5%	13.21%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	1.94%	1.29%
1 Year	4.61%	3.92%
3 Year	10.1%	13.19%
5 Year	9.5%	12.25%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.84%	8.63%
3 Year	8.65%	10.55%
5 Year	9.15%	10.25%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.56%	7.58%
Sharp	0.64%	0.91%
Beta	-	-
Alpha	-	-

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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	25.96	36.86
Large Cap	55.46	54.94
Small Cap	9.39	2.84
Mid Cap	9.19	5.37

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	19.96	32.11
Communication Services	5.14	2.4
Energy	3.3	7.26
Technology	12.17	7.07
Financial Services	23.35	22.96
Basic Materials	3.73	3.57
Industrials	6.28	7.13
Consumer Defensive	7.59	3.25
Consumer Cyclical	8.04	5.44
Healthcare	7.48	5.67
Real Estate	1.28	0.57
Utilities	1.7	2.56