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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) | ₹66751 Cr | ₹2263 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 | 0.98% | 1.14% |
| 6 Month | 7.4% | 6.28% |
| 1 Year | 9.95% | 5.59% |
| 3 Year | 13.25% | 10.79% |
| 5 Year | 13.54% | 10.32% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.63% | 2.1% |
| 1 Year | 13.27% | 9.03% |
| 3 Year | 12.92% | 10.3% |
| 5 Year | 12.57% | 9.61% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 10.81% | 8.64% |
| 3 Year | 11.93% | 8.75% |
| 5 Year | 12.58% | 9.22% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 4.42% | 6.54% |
| Sharp | 1.26% | 0.59% |
| Beta | 0.77% | 0.88% |
| Alpha | 2.73% | -0.60% |
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 | 34.29 | 26.13 |
| Large Cap | 59.24 | 53.66 |
| Small Cap | 1.37 | 9.5 |
| Mid Cap | 5.09 | 10.71 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 28.53 | 19.08 |
| Communication Services | 3.16 | 6.33 |
| Energy | 4.24 | 3.19 |
| Technology | 6.89 | 8.77 |
| Industrials | 6.33 | 6.16 |
| Financial Services | 18.73 | 25.64 |
| Basic Materials | 4.32 | 4.21 |
| Consumer Defensive | 4.67 | 6.31 |
| Real Estate | 4.67 | 1.92 |
| Healthcare | 2.69 | 7.02 |
| Consumer Cyclical | 14.07 | 9.68 |
| Utilities | 1.71 | 1.7 |
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