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

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

BANDHAN Balanced Advantage Fund Regular Plan Growth

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

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%

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%

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%

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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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

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

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