Axis Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BANDHAN Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2265 Cr	₹2323 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Oct 2014	07 Aug 2017
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%	24%
Expense Ratio	1.94	2.03
Manager	Ritika Behera	Hardik Shah
ISIN Code	INF194KA1UE8	INF846K01A52
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.53%	1.45%
6 Month	11.93%	14.11%
1 Year	21.27%	30.3%
3 Year	9.75%	13.03%
5 Year	12.4%	13.14%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	8.96%	12.57%
3 Year	19.58%	26.75%
5 Year	33.63%	41.86%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.44%	12.56%
3 Year	26.27%	32.12%
5 Year	36.2%	45.81%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.89%	7.39%
Sharp	0.48%	0.89%
Beta	0.84%	0.98%
Alpha	-0.51%	2.31%

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Ritika Behera	Hardik Shah
Total AUM	₹43013 Cr	₹0 Cr
Fund Manage	19	12
	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	-16.01	35.88
Large Cap	62.25	51.36
Mid Cap	9.03	7.43
Small Cap	6.73	5.34

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	-16.88	9.94
Banks	13.15	-
IT - Software	7.54	-
Finance	9.41	-
Petroleum Products	4.12	-
Telecom - Services	4.16	-
Personal Products	2.31	-
Automobiles	5.83	-
Construction	2.72	3.68
Diversified FMCG	2.62	-
Pharmaceuticals & Biotechnology	3.1	-
Beverages	1.93	-
Insurance	1.18	2.43
Electrical Equipment	2.31	-
Retailing	3.56	-
Power	1.66	-
Realty	1.7	-
Ferrous Metals	1.22	-
Healthcare Services	0.77	-
Minerals & Mining	0.76	-
Cement & Cement Products	1.18	-
Consumer Durables	0.67	-
Aerospace & Defense	0.63	-
Gas	0.58	-
Auto Components	1.38	-
Oil	0.56	-
Transport Services	0.55	-
Non - Ferrous Metals	0.55	-
Financial Technology (Fintech)	0.53	-
Fertilizers & Agrochemicals	0.4	-
Entertainment	0.4	-
Food Products	0.39	-
Industrial Manufacturing	0.36	-
Leisure Services	0.36	-
Chemicals & Petrochemicals	0.29	-
Sovereign	-	11.61
Financial	-	28.95
Energy	-	7.6
Technology	-	4.95
Automobile	-	6.85
Healthcare	-	5.51
Communication	-	4.05
Chemicals	-	2.54
Consumer Staples	-	3.53
Capital Goods	-	4.12
Materials	-	1.96
Metals & Mining	-	1.01
Services	-	1.28