Aditya Birla Sun Life Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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 | High | Very High |
Asset Size (Cr) | ₹7239 Cr | ₹2193 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 May 2000 | 10 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 | 1.8 | 2.04 |
Manager | Lovelish Solanki | Ritika Behera |
ISIN Code | INF084M01AB8 | INF194KA1UE8 |
Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
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 | 5.34% | 4.44% |
6 Month | -4.29% | -4.06% |
1 Year | 10.24% | 7.97% |
3 Year | 11.72% | 9.21% |
5 Year | 16.95% | 14.3% |
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 | 0.28% | -0.75% |
1 Year | 2.16% | 0.56% |
3 Year | 12.09% | 10.33% |
5 Year | 12.1% | 9.79% |
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 | 11.38% | 9.02% |
3 Year | 11.47% | 8.54% |
5 Year | 11.16% | 8.78% |
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% | 7.606% |
Sharp | 0.49% | 0.199% |
Beta | 0.94% | - |
Alpha | 1.14% | - |
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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 |
Funds Managed | 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 | 35.45 | 16.93 |
Large Cap | 46.21 | 63.97 |
Mid Cap | 14.07 | 8 |
Small Cap | 4.27 | 11.1 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 30.05 | 16.17 |
Communication Services | 1.9 | 4.98 |
Energy | 6.22 | 3.15 |
Industrials | 9.12 | 4.74 |
Technology | 6.36 | 12.95 |
Basic Materials | 6.73 | 6.1 |
Consumer Defensive | 4.34 | 6.86 |
Financial Services | 19.46 | 25.51 |
Consumer Cyclical | 6.79 | 9.51 |
Healthcare | 4.44 | 7.43 |
Real Estate | 2.03 | 1.46 |
Utilities | 2.55 | 1.15 |
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