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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) | ₹2320 Cr | ₹3721 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 | 0.74% | 0.84% |
| 6 Month | 3.7% | 3.74% |
| 1 Year | 3.61% | 4.69% |
| 3 Year | 10.73% | 13.72% |
| 5 Year | 9.92% | 12.15% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.49% | 2.95% |
| 1 Year | 10.25% | 10.72% |
| 3 Year | 10.37% | 13.23% |
| 5 Year | 9.7% | 12.43% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.59% | 7.96% |
| 3 Year | 8.77% | 10.86% |
| 5 Year | 9.26% | 10.67% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.54% | 7.47% |
| Sharp | 0.61% | 0.90% |
| Beta | 0.90% | 1.06% |
| Alpha | -0.14% | 1.82% |
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 | 27.28 | 35.47 |
| Large Cap | 52.63 | 56.23 |
| Small Cap | 8.46 | 2.77 |
| Mid Cap | 11.63 | 5.53 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.43 | 29.67 |
| Communication Services | 6.58 | 2.16 |
| Energy | 3.56 | 6.6 |
| Technology | 8.77 | 8.94 |
| Financial Services | 25.8 | 21.52 |
| Basic Materials | 4.22 | 3.78 |
| Consumer Defensive | 5.97 | 4.52 |
| Industrials | 6.17 | 7.6 |
| Consumer Cyclical | 8.42 | 6.35 |
| Healthcare | 6.41 | 4.99 |
| Utilities | 1.66 | 2.32 |
| Real Estate | 2.01 | 1.55 |
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