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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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 Very High Very High
Asset Size (Cr) ₹2268 Cr ₹2547 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2014 01 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 2.01 2.01
Manager Ritika Behera Hardik Shah
ISIN Code INF194KA1UE8 INF846K01A52
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 Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 2.15% 1.2%
6 Month 4.64% 5.36%
1 Year 15.06% 18.86%
3 Year 9.26% 12.26%
5 Year 10.97% 12.28%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 12.47% 14.35%
3 Year 13.46% 17.2%
5 Year 12.1% 14.68%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 8.89% 7.63%
3 Year 8.51% 9.65%
5 Year 8.42% 8.02%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others -21.01 18.35
Large Cap 64.36 53.62
Small Cap 8.27 6.52
Mid Cap 9.73 8.15

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others -21.01 18.35
Telecom - Services 3.83 2.46
Realty 1.43 0.45
Petroleum Products 3.2 4.54
IT - Software 9.6 6.38
Capital Markets 0.92 0.02
Cement & Cement Products 1.03 1.08
Construction 2.69 2.97
Ferrous Metals 0.85 0.19
Retailing 4.71 0.65
Finance 8.63 4.42
Diversified FMCG 2.42 0.66
Banks 14.55 14.48
Pharmaceuticals & Biotechnology 4.45 4.91
Auto Components 1.27 0.45
Industrial Manufacturing 0.37 1.45
Electrical Equipment 1.73 0.79
Automobiles 4.93 5.31
Personal Products 1.39 0.77
Transport Services 0.78 0.03
Gas 0.53 0.14
Beverages 2.55 0.53
Diversified Metals 1.19 0.46
Oil 0.29 0.54
Entertainment 0.1 -
Aerospace & Defense 0.59 0.99
Consumer Durables 0.64 0.22
Healthcare Services 2.19 1.63
Food Products 0.11 0.04
Power 1.74 2.35
Chemicals & Petrochemicals 0.37 1.32
Fertilizers & Agrochemicals 0.47 0.8
Insurance 1.42 2.9
Leisure Services 0.37 0.56
Financial Technology (Fintech) 1.02 -
Non - Ferrous Metals - 0.77
IT - Services - 0.08
Agricultural Food & other Products - 0.64
Industrial Products - 0.71
Household Products - 0.73
Consumable Fuels - 0.87

Top Comparisons

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns17.14%

Compare Now

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns5.95%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.41%

Compare Now

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns16.94%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.04%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns26.08%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns16.53%

Compare Now
Request call back
Add to Cart Successfully