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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Edelweiss Balanced Advantage Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2263 Cr | ₹12899 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2014 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.04 | 1.69 |
| Manager | Ritika Behera | Rahul Dedhia |
| ISIN Code | INF194KA1UE8 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.86% | 1.76% |
| 6 Month | 5.17% | 5.87% |
| 1 Year | 5.69% | 5.48% |
| 3 Year | 10.69% | 12.28% |
| 5 Year | 10.52% | 13.85% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 3.19% |
| 1 Year | 9.34% | 11.14% |
| 3 Year | 10.59% | 11.42% |
| 5 Year | 9.79% | 11.33% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.72% | 9.28% |
| 3 Year | 8.7% | 11.58% |
| 5 Year | 9.19% | 11.45% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.54% | 8.03% |
| Sharp | 0.59% | 0.69% |
| Beta | 0.88% | 1.13% |
| Alpha | -0.60% | -0.20% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Rahul Dedhia |
| Total AUM | ₹43013 Cr | ₹31988 Cr |
| Funds Managed | 19 | 10 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.13 | 24.5 |
| Large Cap | 53.66 | 55.37 |
| Small Cap | 9.5 | 6.11 |
| Mid Cap | 10.71 | 14.03 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.08 | 20.45 |
| Communication Services | 6.33 | 3.6 |
| Energy | 3.19 | 4.53 |
| Technology | 8.77 | 8.83 |
| Financial Services | 25.64 | 26.87 |
| Basic Materials | 4.21 | 5.01 |
| Consumer Defensive | 6.31 | 3.63 |
| Industrials | 6.16 | 6.38 |
| Consumer Cyclical | 9.68 | 10.46 |
| Healthcare | 7.02 | 6.59 |
| Real Estate | 1.92 | 0.52 |
| Utilities | 1.7 | 3.12 |
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