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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) | ₹2292 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 | -0.61% | -0.22% |
| 6 Month | 8.67% | 8.56% |
| 1 Year | 1.79% | -1.58% |
| 3 Year | 10.09% | 11.43% |
| 5 Year | 10.22% | 13.15% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.81% | 1.51% |
| 1 Year | 5.79% | 4.64% |
| 3 Year | 10.7% | 11.15% |
| 5 Year | 9.89% | 11.39% |
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 | 6.56% | 8.14% |
| Sharp | 0.64% | 0.68% |
| 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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