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

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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

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

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) ₹7427 Cr ₹2268 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 2.01
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 0.58% 2.15%
6 Month 2.79% 4.64%
1 Year 14.19% 15.06%
3 Year 11.41% 9.26%
5 Year 12.49% 10.97%

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 9.57% 12.47%
3 Year 13.95% 13.46%
5 Year 13.62% 12.1%

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 11.31% 8.89%
3 Year 11.5% 8.51%
5 Year 11.04% 8.42%

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% 6.89%
Sharp 0.68% 0.48%
Beta 0.91% 0.84%
Alpha 2.11% -0.51%

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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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