BANDHAN Balanced Advantage Fund Regular Plan Growth vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 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 Moderately High Very High
Asset Size (Cr) ₹2348 Cr ₹3627 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2014 04 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 1.94 1.91
Manager Ritika Behera Miten Vora
ISIN Code INF194KA1UE8 INF955L01HC4
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365 For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year./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 3.24% 3.25%
6 Month 11.27% 11.92%
1 Year 19.73% 26.06%
3 Year 10.39% 14.95%
5 Year 11.59% 16.78%

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 Year 8.96% 11.22%
3 Year 19.58% 27.88%
5 Year 33.63% 50.85%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.44% 16.71%
3 Year 26.27% 39.46%
5 Year 36.2% 54.94%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 6.89% 8.78%
Sharp 0.45% 0.87%
Beta 0.82% 1.11%
Alpha 0.43% 4.06%

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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
Fund Manage 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 23.59 34.31
Large Cap 61.82 46.6
Mid Cap 8.94 13.19
Small Cap 5.65 5.9

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 38.74 12.78
Financial 18.8 26.24
Sovereign 11.83 4.75
Technology 1.72 3.9
Energy 5.75 11
Consumer Staples 2.87 1.61
Construction 2.73 9.81
Automobile 4.06 2.37
Communication 1.22 2.95
Insurance -0.01 -
Services 4.22 5.53
Metals & Mining 1.82 2.29
Capital Goods 2.93 10.58
Healthcare 2 4.19
Materials 0.72 0.1
Diversified 0.61 -
Chemicals -0.01 -
Consumer Discretionary 0 1.9

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