BANDHAN Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund 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 Moderately High Very High
Asset Size (Cr) ₹2265 Cr ₹2323 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Oct 2014 07 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 1.94 2.03
Manager Ritika Behera Hardik Shah
ISIN Code INF194KA1UE8 INF846K01A52
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.9% -2.29%
6 Month 5.58% 8.69%
1 Year 16.69% 25.2%
3 Year 7.94% 11.23%
5 Year 10.72% 12.17%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 13.79% 20.18%
3 Year 13.23% 18.08%
5 Year 11.93% 15.14%

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 -16.01 35.88
Large Cap 62.25 51.36
Mid Cap 9.03 7.43
Small Cap 6.73 5.34

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others -16.88 9.94
Automobiles 5.83 -
Telecom - Services 4.16 -
Petroleum Products 4.12 -
IT - Software 7.54 -
Cement & Cement Products 1.18 -
Construction 2.72 3.68
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 2.43
Leisure Services 0.36 -
Healthcare Services 0.77 -
Financial Technology (Fintech) 0.53 -
Chemicals - 2.54
Technology - 4.95
Consumer Staples - 3.53
Financial - 28.95
Automobile - 6.85
Materials - 1.96
Energy - 7.6
Capital Goods - 4.12
Metals & Mining - 1.01
Sovereign - 11.61
Healthcare - 5.51
Services - 1.28
Communication - 4.05

Top Comparisons

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.02%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.82%

Compare Now

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns5.73%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.45%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.05%

VS

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns19.17%

Compare Now

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.11%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns5.41%

Compare Now
Request call back
Add to Cart Successfully