BANDHAN Balanced Advantage Fund Regular Plan Growth vs Baroda BNP Paribas Balanced Advantage Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2263 Cr | ₹4362 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 2.04 | 1.89 |
| Manager | Ritika Behera | Miten Vora |
| ISIN Code | INF194KA1UE8 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 2.03% | 3.33% |
| 6 Month | 5.35% | 8.52% |
| 1 Year | 5.64% | 8.33% |
| 3 Year | 10.72% | 14.25% |
| 5 Year | 10.64% | 14.25% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.55% | 3.47% |
| 1 Year | 9.34% | 14.37% |
| 3 Year | 10.59% | 13.63% |
| 5 Year | 9.79% | 13.16% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.72% | 13.93% |
| 3 Year | 8.7% | 14.44% |
| 5 Year | 9.19% | 15.82% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.54% | 9.37% |
| Sharp | 0.59% | 0.77% |
| Beta | 0.88% | 1.29% |
| Alpha | -0.60% | 0.66% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Ritika Behera | Miten Vora |
| Total AUM | ₹43013 Cr | ₹6478 Cr |
| Funds Managed | 19 | 6 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 26.13 | 25.79 |
| Large Cap | 53.66 | 44.65 |
| Small Cap | 9.5 | 9.95 |
| Mid Cap | 10.71 | 19.6 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 19.08 | 16.05 |
| Communication Services | 6.33 | 4.31 |
| Energy | 3.19 | 5.26 |
| Technology | 8.77 | 5.93 |
| Financial Services | 25.64 | 25.86 |
| Basic Materials | 4.21 | 3.03 |
| Consumer Defensive | 6.31 | 6.04 |
| Industrials | 6.16 | 10.2 |
| Consumer Cyclical | 9.68 | 11.56 |
| Healthcare | 7.02 | 6.09 |
| Real Estate | 1.92 | 4.19 |
| Utilities | 1.7 | 1.49 |
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