- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2324 Cr | ₹13411 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 | 0.73% | 0.76% |
| 6 Month | 4.11% | 4.79% |
| 1 Year | 5.39% | 7.13% |
| 3 Year | 11.83% | 13.43% |
| 5 Year | 9.61% | 12.15% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.6% |
| 1 Year | 8.57% | 9.45% |
| 3 Year | 10.1% | 10.69% |
| 5 Year | 9.64% | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.58% | 9.16% |
| 3 Year | 8.79% | 11.71% |
| 5 Year | 9.27% | 11.52% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.54% | 8.00% |
| Sharp | 0.61% | 0.65% |
| Beta | 0.90% | 1.13% |
| Alpha | -0.14% | - |
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 | 27.02 | 23.09 |
| Large Cap | 52.55 | 56.72 |
| Small Cap | 8.75 | 6.22 |
| Mid Cap | 11.68 | 13.97 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.64 | 19.24 |
| Communication Services | 6.61 | 3.89 |
| Energy | 3.7 | 5.01 |
| Technology | 10.22 | 8.62 |
| Financial Services | 26.52 | 27.73 |
| Basic Materials | 4.93 | 4.78 |
| Consumer Defensive | 4.86 | 3.93 |
| Industrials | 6 | 6.74 |
| Consumer Cyclical | 8.79 | 10.7 |
| Healthcare | 5.67 | 6.17 |
| Utilities | 1.04 | 2.72 |
| Real Estate | 2.02 | 0.46 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns5.68%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.68%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns21.41%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.57%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.8%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.85%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.46%
