BANDHAN Balanced Advantage Fund Regular Plan Growth vs Axis Balanced Advantage Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹2268 Cr | ₹2547 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 | 2.01 | 2.01 |
| 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 |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.61% | -1.68% |
| 6 Month | 0.2% | 0.76% |
| 1 Year | 10.63% | 14.97% |
| 3 Year | 8.13% | 11.41% |
| 5 Year | 10.08% | 11.72% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.21% | 8.76% |
| 3 Year | 11.58% | 15.58% |
| 5 Year | 10.88% | 13.73% |
| 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% |
| 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% |
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| 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 |
| 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 |
| 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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