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
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 Risk | Very High Risk |
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 | -1.46% | -1.93% |
6 Month | -3.72% | -3.62% |
1 Year | 8.2% | 7.08% |
3 Year | 10.57% | 8.37% |
5 Year | 11.67% | 8.99% |
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 | 0.34% | -0.68% |
3 Year | 11.02% | 9.38% |
5 Year | 11.84% | 9.58% |
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 | 11.51% | 9.02% |
3 Year | 11.47% | 8.54% |
5 Year | 11.12% | 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% | 7.251% |
Sharp | 0.57% | 0.317% |
Beta | 0.92% | - |
Alpha | 1.49% | - |
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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 | -0.81 | -21.01 |
Large Cap | 56.11 | 64.36 |
Mid Cap | 9.42 | 9.73 |
Small Cap | 7.86 | 8.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | -0.81 | -21.01 |
Telecom - Services | 2.73 | 3.83 |
Petroleum Products | 4.63 | 3.2 |
Electrical Equipment | 1.36 | 1.73 |
IT - Software | 7.01 | 9.6 |
Cement & Cement Products | 1.46 | 1.03 |
Personal Products | 1.71 | 1.39 |
Construction | 2.62 | 2.69 |
Banks | 13.5 | 14.55 |
Diversified FMCG | 2.84 | 2.42 |
Pharmaceuticals & Biotechnology | 3.26 | 4.45 |
Non - Ferrous Metals | 1.31 | - |
Realty | 2.93 | 1.43 |
Healthcare Services | 1.27 | 2.19 |
Aerospace & Defense | 0.44 | 0.59 |
Auto Components | 2.51 | 1.27 |
Ferrous Metals | 0.78 | 0.85 |
Automobiles | 2.73 | 4.93 |
Finance | 4.47 | 8.63 |
Insurance | 1.24 | 1.42 |
Industrial Products | 0.47 | - |
Consumer Durables | 1.89 | 0.64 |
Transport Infrastructure | 2.27 | - |
Retailing | 1.47 | 4.71 |
Diversified Metals | 0.28 | 1.19 |
Oil | 0.66 | 0.29 |
Power | 3.16 | 1.74 |
Fertilizers & Agrochemicals | 0.3 | 0.47 |
Metals & Minerals Trading | 0.46 | - |
Consumable Fuels | 0.94 | - |
Minerals & Mining | 0.46 | - |
Transport Services | 0.68 | 0.78 |
Chemicals & Petrochemicals | 0.44 | 0.37 |
Leisure Services | 0.31 | 0.37 |
Beverages | 0.8 | 2.55 |
Capital Markets | - | 0.92 |
Industrial Manufacturing | - | 0.37 |
Gas | - | 0.53 |
Entertainment | - | 0.1 |
Food Products | - | 0.11 |
Financial Technology (Fintech) | - | 1.02 |
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