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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Axis 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 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 Very High Risk Very High Risk
Asset Size (Cr) ₹2193 Cr ₹2652 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2014 01 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 2.04 2
Manager Ritika Behera Hardik Shah
ISIN Code INF194KA1UE8 INF846K01A52
Exits Load 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 Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.93% -1.26%
6 Month -3.62% -2.24%
1 Year 7.08% 10.4%
3 Year 8.37% 11.77%
5 Year 8.99% 10.95%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year -0.68% 2.68%
3 Year 9.38% 13.84%
5 Year 9.58% 12.75%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 9.02% 8.22%
3 Year 8.54% 9.95%
5 Year 8.78% 8.8%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.251% 7.81%
Sharp 0.317% 0.721%
Beta - -
Alpha - -

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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 -21.01 18.35
Large Cap 64.36 53.62
Small Cap 8.27 6.52
Mid Cap 9.73 8.15

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others -21.01 18.35
Telecom - Services 3.83 2.46
Realty 1.43 0.45
Petroleum Products 3.2 4.54
IT - Software 9.6 6.38
Capital Markets 0.92 0.02
Cement & Cement Products 1.03 1.08
Construction 2.69 2.97
Ferrous Metals 0.85 0.19
Retailing 4.71 0.65
Finance 8.63 4.42
Diversified FMCG 2.42 0.66
Banks 14.55 14.48
Pharmaceuticals & Biotechnology 4.45 4.91
Auto Components 1.27 0.45
Industrial Manufacturing 0.37 1.45
Electrical Equipment 1.73 0.79
Automobiles 4.93 5.31
Personal Products 1.39 0.77
Transport Services 0.78 0.03
Gas 0.53 0.14
Beverages 2.55 0.53
Diversified Metals 1.19 0.46
Oil 0.29 0.54
Entertainment 0.1 -
Aerospace & Defense 0.59 0.99
Consumer Durables 0.64 0.22
Healthcare Services 2.19 1.63
Food Products 0.11 0.04
Power 1.74 2.35
Chemicals & Petrochemicals 0.37 1.32
Fertilizers & Agrochemicals 0.47 0.8
Insurance 1.42 2.9
Leisure Services 0.37 0.56
Financial Technology (Fintech) 1.02 -
Non - Ferrous Metals - 0.77
IT - Services - 0.08
Agricultural Food & other Products - 0.64
Industrial Products - 0.71
Household Products - 0.73
Consumable Fuels - 0.87

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