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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 | ₹3161 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 | 1.81% | 1.44% |
| 6 Month | 1.68% | 3.23% |
| 1 Year | 5.99% | 7.32% |
| 3 Year | 13.23% | 16.27% |
| 5 Year | 11.7% | 13.84% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.28% | 4.88% |
| 1 Year | 8.7% | 9.11% |
| 3 Year | 11.82% | 15.45% |
| 5 Year | 10.53% | 13.57% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.94% | 8.75% |
| 3 Year | 8.56% | 10.38% |
| 5 Year | 9.08% | 9.89% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.50% | 8.06% |
| Sharp | 0.66% | 0.99% |
| Beta | - | - |
| Alpha | - | - |
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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 | 19.33 | 35.01 |
| Large Cap | 60.6 | 56.8 |
| Small Cap | 10.31 | 3.3 |
| Mid Cap | 9.75 | 4.89 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.49 | 32.9 |
| Communication Services | 5.1 | 2.67 |
| Energy | 3.41 | 8.07 |
| Technology | 13.14 | 7.41 |
| Financial Services | 23.59 | 22.09 |
| Basic Materials | 4.64 | 3.59 |
| Industrials | 6.87 | 6.03 |
| Consumer Cyclical | 7.49 | 6.89 |
| Consumer Defensive | 6.59 | 3.22 |
| Healthcare | 7.34 | 4.75 |
| Utilities | 1.91 | 2.05 |
| Real Estate | 1.43 | 0.33 |
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