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) | ₹2263 Cr | ₹12899 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 | 0.57% | 1.52% |
6 Month | 5.66% | 7.48% |
1 Year | 4.39% | 3.12% |
3 Year | 10.95% | 12.91% |
5 Year | 10.53% | 14% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.88% | 2.68% |
1 Year | 8.62% | 10.66% |
3 Year | 10.64% | 11.6% |
5 Year | 9.84% | 11.47% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.72% | 9.28% |
3 Year | 8.7% | 11.58% |
5 Year | 9.19% | 11.45% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.49% | 8.01% |
Sharp | 0.55% | 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 | 26.13 | 24.5 |
Large Cap | 53.66 | 55.37 |
Small Cap | 9.5 | 6.11 |
Mid Cap | 10.71 | 14.03 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19.08 | 20.45 |
Communication Services | 6.33 | 3.6 |
Energy | 3.19 | 4.53 |
Technology | 8.77 | 8.83 |
Financial Services | 25.64 | 26.87 |
Basic Materials | 4.21 | 5.01 |
Consumer Defensive | 6.31 | 3.63 |
Industrials | 6.16 | 6.38 |
Consumer Cyclical | 9.68 | 10.46 |
Healthcare | 7.02 | 6.59 |
Real Estate | 1.92 | 0.52 |
Utilities | 1.7 | 3.12 |
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