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Edelweiss Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth 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 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) ₹2268 Cr ₹12792 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 1.46% 1.61%
6 Month 9.3% 9.52%
1 Year 2.64% -0.16%
3 Year 10.04% 11.57%
5 Year 10.49% 13.7%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 2.31% 2.56%
1 Year 7.76% 7.77%
3 Year 10.64% 11.18%
5 Year 9.76% 11.2%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 8.84% 9.41%
3 Year 8.65% 11.57%
5 Year 9.15% 11.37%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 6.58% 8.15%
Sharp 0.45% 0.54%
Beta - -
Alpha - -

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 25.96 21.88
Large Cap 55.46 57.12
Small Cap 9.39 6.13
Mid Cap 9.19 14.88

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 19.96 18.78
Communication Services 5.14 3.12
Energy 3.3 5.59
Technology 12.17 8.14
Financial Services 23.35 25.67
Basic Materials 3.73 4.38
Industrials 6.28 6.18
Consumer Defensive 7.59 5.64
Consumer Cyclical 8.04 8.95
Healthcare 7.48 8.89
Real Estate 1.28 0.88
Utilities 1.7 3.78

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