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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Edelweiss 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 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 Moderately High Very High
Asset Size (Cr) ₹2348 Cr ₹10203 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.94 1.7
Manager Ritika Behera Rahul Dedhia
ISIN Code INF194KA1UE8 INF754K01285
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 1.84% 1.97%
6 Month 10.41% 12.6%
1 Year 17.83% 23.01%
3 Year 9.94% 13.44%
5 Year 11.66% 16.1%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.96% 11.59%
3 Year 19.58% 26.05%
5 Year 33.63% 48.37%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.44% 15.85%
3 Year 26.27% 37.08%
5 Year 36.2% 51.45%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 6.89% 7.27%
Sharp 0.45% 0.84%
Beta 0.82% 0.93%
Alpha 0.43% 3.19%

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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
Fund Manage 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 23.59 21.37
Large Cap 61.82 56.06
Mid Cap 8.94 9.03
Small Cap 5.65 3.01

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 38.74 17.38
Financial 18.8 24.14
Sovereign 11.83 2.27
Technology 1.72 4.66
Energy 5.75 9.3
Consumer Staples 2.87 3.96
Construction 2.73 3.56
Automobile 4.06 6.09
Communication 1.22 2.95
Insurance -0.01 0.35
Services 4.22 2.94
Metals & Mining 1.82 2.56
Capital Goods 2.93 2.16
Healthcare 2 3.69
Materials 0.72 2.32
Diversified 0.61 -
Chemicals -0.01 0.82
Consumer Discretionary 0 -
Textiles - 0.32

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