BANDHAN Balanced Advantage Fund Regular Plan Growth vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Fund | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65298 Cr | ₹2302 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Dec 2006 | 10 Oct 2014 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 16% | 24% |
Expense Ratio | 1.44 | 2.04 |
Manager | Sharmila D'mello | Ritika Behera |
ISIN Code | INF109K01BH2 | INF194KA1UE8 |
Exits Load | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Month | 0.18% | 0.12% |
6 Month | 7.23% | 3.78% |
1 Year | 7.79% | 4.81% |
3 Year | 14.15% | 12.32% |
5 Year | 15.19% | 11.35% |
SIP Return Analysis
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 4.93% | 4.5% |
1 Year | 10.94% | 7.54% |
3 Year | 13.56% | 11.42% |
5 Year | 13.14% | 10.28% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 11% | 8.94% |
3 Year | 11.81% | 8.56% |
5 Year | 12.45% | 9.08% |
Risk Management
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 5.64% | 7.19% |
Sharp | 1.35% | 0.89% |
Beta | 0.74% | - |
Alpha | 2.67% | - |
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Fund Managers
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Name | Sharmila D'mello | Ritika Behera |
Total AUM | ₹354743 Cr | ₹43013 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
Market Cap
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 33.83 | 19.33 |
Large Cap | 59.14 | 60.6 |
Mid Cap | 5.93 | 9.75 |
Small Cap | 1.09 | 10.31 |
Sector Allocation
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 29.51 | 18.49 |
Communication Services | 2.83 | 5.1 |
Energy | 4.38 | 3.41 |
Industrials | 6.28 | 6.87 |
Technology | 6.16 | 13.14 |
Basic Materials | 4.73 | 4.64 |
Consumer Defensive | 4.81 | 6.59 |
Financial Services | 19.58 | 23.59 |
Real Estate | 3.9 | 1.43 |
Healthcare | 2.94 | 7.34 |
Consumer Cyclical | 13.28 | 7.49 |
Utilities | 1.59 | 1.91 |
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