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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹2292 Cr ₹9355 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2014 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 24% 334%
Expense Ratio 2.04 1.76
Manager Ritika Behera Ashutosh Bhargava
ISIN Code INF194KA1UE8 INF204K01596
Exits Load 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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month -0.08% -0.8%
6 Month 7.17% 1.98%
1 Year 3.7% 12.89%
3 Year 10.35% 11.83%
5 Year 10.5% 12.32%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month 1.94% -
1 Year 4.61% 8.2%
3 Year 10.1% 14.52%
5 Year 9.5% 13.96%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 8.84% 14.38%
3 Year 8.65% 11.8%
5 Year 9.15% 12.32%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 6.56% 7.00%
Sharp 0.64% 0.82%
Beta - 0.86%
Alpha - 2.82%

Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Ritika Behera Ashutosh Bhargava
Total AUM ₹43013 Cr ₹121448 Cr
Funds Managed 19 12
BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 25.96 41.92
Large Cap 55.46 51.08
Small Cap 9.39 7.54
Mid Cap 9.19 11.66

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 19.96 41.92
Communication Services 5.14 -
Energy 3.3 -
Technology 12.17 -
Financial Services 23.35 -
Basic Materials 3.73 -
Industrials 6.28 -
Consumer Defensive 7.59 -
Consumer Cyclical 8.04 -
Healthcare 7.48 -
Real Estate 1.28 -
Utilities 1.7 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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