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 | ₹12696 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 | 1.81% | 2.58% |
6 Month | 1.68% | 2.95% |
1 Year | 5.99% | 4.1% |
3 Year | 13.23% | 14.98% |
5 Year | 11.7% | 15.42% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.28% | 6.33% |
1 Year | 8.7% | 9.07% |
3 Year | 11.82% | 13.03% |
5 Year | 10.53% | 12.53% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.94% | 9.54% |
3 Year | 8.56% | 11.43% |
5 Year | 9.08% | 11.32% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.50% | 8.56% |
Sharp | 0.66% | 0.74% |
Beta | - | - |
Alpha | - | - |
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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 | 19.33 | 21.4 |
Large Cap | 60.6 | 57.72 |
Small Cap | 10.31 | 6.81 |
Mid Cap | 9.75 | 14.08 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 18.49 | 21.16 |
Communication Services | 5.1 | 2.83 |
Energy | 3.41 | 5.46 |
Technology | 13.14 | 7.94 |
Financial Services | 23.59 | 26.61 |
Basic Materials | 4.64 | 4.7 |
Industrials | 6.87 | 4.71 |
Consumer Cyclical | 7.49 | 7.94 |
Consumer Defensive | 6.59 | 6.35 |
Healthcare | 7.34 | 7.42 |
Utilities | 1.91 | 4.05 |
Real Estate | 1.43 | 0.84 |
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