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Edelweiss Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2193 Cr | ₹12238 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2014 | 20 Aug 2009 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 81% |
| Expense Ratio | 2.04 | 1.69 |
| Manager | Ritika Behera | Rahul Dedhia |
| ISIN Code | INF194KA1UE8 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.67% | 1.53% |
| 6 Month | 1.51% | 1.78% |
| 1 Year | 7.84% | 5.64% |
| 3 Year | 12.23% | 13.39% |
| 5 Year | 13.35% | 16.83% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.58% | 4.39% |
| 1 Year | 6.32% | 5.22% |
| 3 Year | 11.84% | 12.99% |
| 5 Year | 10.45% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.02% | 9.77% |
| 3 Year | 8.54% | 11.52% |
| 5 Year | 8.78% | 11.23% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.606% | 8.045% |
| Sharp | 0.199% | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Rahul Dedhia |
| Total AUM | ₹43013 Cr | ₹31988 Cr |
| Funds Managed | 19 | 10 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.93 | 27.12 |
| Large Cap | 63.97 | 52.16 |
| Small Cap | 11.1 | 6.9 |
| Mid Cap | 8 | 13.82 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.17 | 27.05 |
| Communication Services | 4.98 | 2.28 |
| Energy | 3.15 | 4.13 |
| Technology | 12.95 | 10.12 |
| Financial Services | 25.51 | 21.21 |
| Basic Materials | 6.1 | 2.38 |
| Industrials | 4.74 | 3.8 |
| Consumer Cyclical | 9.51 | 9.99 |
| Consumer Defensive | 6.86 | 5.86 |
| Healthcare | 7.43 | 7.32 |
| Utilities | 1.15 | 4.53 |
| Real Estate | 1.46 | 1.34 |
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