Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Balanced Advantage Fund Regular Plan Growth vs ICICI Prudential Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

Chart Comparison

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

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Balanced Advantage Fund Regular Growth HDFC Balanced Advantage Fund Regular Growth

3Y Returns20.04%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.47%

VS

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.82%

Compare Now

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.2%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.58%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.52%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.67%

Compare Now
Add to Cart Successfully