Nippon India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2324 Cr | ₹9749 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Oct 2014 | 15 Nov 2004 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 24% | 334% |
| Expense Ratio | 2.04 | 1.76 |
| Manager | Ritika Behera | Ashutosh Bhargava |
| ISIN Code | INF194KA1UE8 | INF204K01596 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | 0.89% | - |
| 6 Month | 3.97% | - |
| 1 Year | 5.2% | - |
| 3 Year | 11.82% | - |
| 5 Year | 9.55% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | 1.44% | - |
| 1 Year | 8.57% | - |
| 3 Year | 10.1% | - |
| 5 Year | 9.64% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 8.58% | - |
| 3 Year | 8.79% | - |
| 5 Year | 9.27% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 6.54% | 6.92% |
| Sharp | 0.61% | 0.75% |
| Beta | 0.90% | 1.00% |
| Alpha | -0.14% | 0.56% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Ritika Behera | Ashutosh Bhargava |
| Total AUM | ₹43013 Cr | ₹121448 Cr |
| Funds Managed | 19 | 12 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 27.02 | 41.92 |
| Large Cap | 52.55 | 51.08 |
| Small Cap | 8.75 | 7.54 |
| Mid Cap | 11.68 | 11.66 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 19.64 | 41.92 |
| Communication Services | 6.61 | - |
| Energy | 3.7 | - |
| Technology | 10.22 | - |
| Financial Services | 26.52 | - |
| Basic Materials | 4.93 | - |
| Consumer Defensive | 4.86 | - |
| Industrials | 6 | - |
| Consumer Cyclical | 8.79 | - |
| Healthcare | 5.67 | - |
| Utilities | 1.04 | - |
| Real Estate | 2.02 | - |
| Petroleum Products | - | 2.38 |
| IT - Software | - | 7.22 |
| Cement & Cement Products | - | 1.12 |
| IT - Services | - | 0.27 |
| Construction | - | 2.1 |
| Consumer Durables | - | 2.52 |
| Diversified FMCG | - | 3.49 |
| Banks | - | 15.43 |
| Automobiles | - | 2.54 |
| Aerospace & Defense | - | 0.98 |
| Electrical Equipment | - | 1.62 |
| Pharmaceuticals & Biotechnology | - | 1.85 |
| Ferrous Metals | - | 0.52 |
| Realty | - | 1.82 |
| Transport Infrastructure | - | 2.16 |
| Personal Products | - | 1.61 |
| Industrial Products | - | 0.4 |
| Telecom - Services | - | 4.13 |
| Insurance | - | 2.85 |
| Finance | - | 1.76 |
| Transport Services | - | 0.46 |
| Retailing | - | 1.61 |
| Power | - | 3.35 |
| Financial Technology (Fintech) | - | 1.09 |
| Healthcare Services | - | 0.24 |
| Auto Components | - | 1.47 |
| Diversified | - | 0.55 |
| Other Utilities | - | 0.36 |
| Beverages | - | 1.42 |
| Textiles & Apparels | - | 0.74 |
| Food Products | - | 0.52 |
| Leisure Services | - | 1.7 |
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