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
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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