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) | ₹2320 Cr | ₹4697 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.44% | -1.41% |
| 6 Month | 3.33% | 2.77% |
| 1 Year | 3.26% | 4.37% |
| 3 Year | 10.99% | 13.56% |
| 5 Year | 9.47% | 12.17% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.84% | 2.01% |
| 1 Year | 9.87% | 13.31% |
| 3 Year | 10.19% | 12.61% |
| 5 Year | 9.58% | 12.58% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.58% | 13.31% |
| 3 Year | 8.79% | 14.39% |
| 5 Year | 9.27% | 15.64% |
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% | 9.35% |
| Sharp | 0.61% | 0.75% |
| Beta | 0.90% | 1.30% |
| Alpha | -0.14% | 1.10% |
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 | 27.02 | 30.35 |
| Large Cap | 52.55 | 42.19 |
| Small Cap | 8.75 | 9.57 |
| Mid Cap | 11.68 | 17.9 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 19.64 | 23.66 |
| Communication Services | 6.61 | 2.92 |
| Energy | 3.7 | 4.88 |
| Technology | 10.22 | 7.08 |
| Financial Services | 26.52 | 20.85 |
| Basic Materials | 4.93 | 2.84 |
| Consumer Defensive | 4.86 | 6.24 |
| Industrials | 6 | 10.71 |
| Consumer Cyclical | 8.79 | 11.7 |
| Healthcare | 5.67 | 5.82 |
| Utilities | 1.04 | 1.06 |
| Real Estate | 2.02 | 2.24 |
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