BANDHAN Balanced Advantage Fund Regular Plan Growth vs Edelweiss Balanced Advantage Fund compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	0.71%	1.09%
6 Month	2.98%	3.49%
1 Year	5.75%	7.72%
3 Year	12.02%	13.33%
5 Year	9.33%	11.59%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.74%	3.75%
1 Year	10.89%	13.41%
3 Year	10.31%	11.35%
5 Year	9.72%	11.3%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.57%	9.14%
3 Year	8.8%	11.73%
5 Year	9.29%	11.54%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.89%	7.27%
Sharp	0.75%	0.76%
Beta	0.88%	1.13%
Alpha	0.54%	0.54%

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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	-13.23	16.14
Large Cap	58.69	61.72
Small Cap	8.96	4.62
Mid Cap	12.69	15.34

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	-13.23	15.9
Telecom - Services	6.34	3.89
Petroleum Products	3.7	5.01
IT - Software	6.84	6.41
Capital Markets	1.82	1.7
Cement & Cement Products	1.11	0.92
Personal Products	0.18	-
Construction	1.87	3.06
Ferrous Metals	1.49	1.07
Finance	6.83	7.48
Consumer Durables	2.14	1.87
Banks	15.75	17.99
Textiles & Apparels	0.43	0.2
Pharmaceuticals & Biotechnology	4.08	4.16
Electrical Equipment	1.31	1.75
Automobiles	4.55	6.88
Aerospace & Defense	1.29	1.09
Industrial Manufacturing	0.06	1.14
Retailing	1.73	2.17
Transport Services	1.59	0.63
Industrial Products	0.08	0.7
Power	1.04	1.96
Insurance	1.87	1.35
Diversified FMCG	0.9	2.44
Agricultural Food & other Products	0.23	0.7
Beverages	3.42	-
Diversified Metals	0.68	-
Realty	2.03	0.4
Fertilizers & Agrochemicals	1.05	0.37
Food Products	0.14	0.01
Entertainment	0.08	-
Chemicals & Petrochemicals	0.83	0.86
Leisure Services	0.35	-
Auto Components	0.57	1.97
Financial Technology (Fintech)	2.52	-
Minerals & Mining	0.12	-
IT - Services	0.21	-
Healthcare Services	1.11	2.01
Non - Ferrous Metals	-	0.89
Commercial Services & Supplies	-	0.05
Other Consumer Services	-	0.03
Gas	-	0.76