Aditya Birla Sun Life Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹7267 Cr ₹2265 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 2000 05 Oct 2014
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 24%
Expense Ratio 1.79 1.94
Manager Lovelish Solanki Ritika Behera
ISIN Code INF084M01AB8 INF194KA1UE8
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 3.34% 1.53%
6 Month 15.33% 11.93%
1 Year 22.71% 21.27%
3 Year 12.17% 9.75%
5 Year 14.34% 12.4%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 10.37% 8.96%
3 Year 23.8% 19.58%
5 Year 42.23% 33.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 13.79% 11.44%
3 Year 32.93% 26.27%
5 Year 45.24% 36.2%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 6.2% 6.89%
Sharp 0.78% 0.48%
Beta 0.89% 0.84%
Alpha 2.26% -0.51%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Lovelish Solanki Ritika Behera
Total AUM ₹14756 Cr ₹43013 Cr
Fund Manage 2 19
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 23.54 -16.01
Large Cap 47.16 62.25
Mid Cap 7.19 9.03
Small Cap 3.17 6.73

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 18.04 -16.88
Capital Goods 1.95 -
Financial 19.29 -
Consumer Staples 5.1 -
Automobile 4.27 -
Materials 2.42 -
Healthcare 2.88 -
Energy 6.43 -
Consumer Discretionary 1.45 -
Metals & Mining 1.68 -
Technology 4.01 -
Communication 4.11 -
Services 0.28 -
Construction 2.06 2.72
Sovereign 6.39 -
Chemicals 0.25 -
Diversified 0.45 -
Automobiles - 5.83
Telecom - Services - 4.16
Petroleum Products - 4.12
IT - Software - 7.54
Cement & Cement Products - 1.18
Ferrous Metals - 1.22
Finance - 9.41
Retailing - 3.56
Diversified FMCG - 2.62
Non - Ferrous Metals - 0.55
Banks - 13.15
Pharmaceuticals & Biotechnology - 3.1
Auto Components - 1.38
Industrial Manufacturing - 0.36
Electrical Equipment - 2.31
Personal Products - 2.31
Transport Services - 0.55
Gas - 0.58
Beverages - 1.93
Oil - 0.56
Entertainment - 0.4
Aerospace & Defense - 0.63
Realty - 1.7
Consumer Durables - 0.67
Minerals & Mining - 0.76
Food Products - 0.39
Fertilizers & Agrochemicals - 0.4
Chemicals & Petrochemicals - 0.29
Power - 1.66
Insurance - 1.18
Leisure Services - 0.36
Healthcare Services - 0.77
Financial Technology (Fintech) - 0.53

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