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 | -0.91% | -0.23% |
6 Month | 7.3% | 5.98% |
1 Year | 6.31% | 4.05% |
3 Year | 13.27% | 11.06% |
5 Year | 14.71% | 10.86% |
SIP Return Analysis
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 3.61% | 3.57% |
1 Year | 9.55% | 6.71% |
3 Year | 13.21% | 11.29% |
5 Year | 12.98% | 10.22% |
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 | 4.42% | 7.19% |
Sharp | 1.52% | 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 | 36.04 | 24.76 |
Large Cap | 56.58 | 55.43 |
Mid Cap | 6.2 | 9.72 |
Small Cap | 1.18 | 10.08 |
Sector Allocation
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 30.64 | 18.98 |
Communication Services | 2.74 | 5.5 |
Energy | 4.03 | 3.54 |
Industrials | 6.17 | 6.34 |
Technology | 6.32 | 13.68 |
Basic Materials | 4.68 | 4.26 |
Financial Services | 19.15 | 23.3 |
Consumer Defensive | 4.77 | 6.24 |
Real Estate | 4.31 | 1.18 |
Healthcare | 2.93 | 7.61 |
Consumer Cyclical | 12.51 | 7.46 |
Utilities | 1.76 | 1.92 |
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