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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) | ₹2324 Cr | ₹13411 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 | 0.71% | 0.69% |
| 6 Month | 4.07% | 4.48% |
| 1 Year | 5.65% | 7.31% |
| 3 Year | 11.46% | 12.89% |
| 5 Year | 9.74% | 12.32% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.6% |
| 1 Year | 8.57% | 9.45% |
| 3 Year | 10.1% | 10.69% |
| 5 Year | 9.64% | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.58% | 9.16% |
| 3 Year | 8.79% | 11.71% |
| 5 Year | 9.27% | 11.52% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.54% | 8.00% |
| Sharp | 0.61% | 0.65% |
| Beta | 0.90% | 1.13% |
| Alpha | -0.14% | - |
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 | 27.02 | 23.09 |
| Large Cap | 52.55 | 56.72 |
| Small Cap | 8.75 | 6.22 |
| Mid Cap | 11.68 | 13.97 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.64 | 19.24 |
| Communication Services | 6.61 | 3.89 |
| Energy | 3.7 | 5.01 |
| Technology | 10.22 | 8.62 |
| Financial Services | 26.52 | 27.73 |
| Basic Materials | 4.93 | 4.78 |
| Consumer Defensive | 4.86 | 3.93 |
| Industrials | 6 | 6.74 |
| Consumer Cyclical | 8.79 | 10.7 |
| Healthcare | 5.67 | 6.17 |
| Utilities | 1.04 | 2.72 |
| Real Estate | 2.02 | 0.46 |
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