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
| 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 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -1.04% | -2.61% |
| 6 Month | -0.58% | 0.2% |
| 1 Year | 11.47% | 10.63% |
| 3 Year | 10.57% | 8.13% |
| 5 Year | 11.89% | 10.08% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.18% | 6.21% |
| 3 Year | 12.91% | 11.58% |
| 5 Year | 12.91% | 10.88% |
| 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% |
| 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 | 0.55% | 0.48% |
| Beta | 0.91% | 0.84% |
| Alpha | 2.08% | -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 | -0.81 | -21.01 |
| Large Cap | 56.11 | 64.36 |
| Mid Cap | 9.42 | 9.73 |
| Small Cap | 7.86 | 8.27 |
| 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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