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) | ₹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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