Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2193 Cr ₹12238 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2014 20 Aug 2009
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% 81%
Expense Ratio 2.04 1.69
Manager Ritika Behera Rahul Dedhia
ISIN Code INF194KA1UE8 INF754K01285
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 Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -1.93% -2.04%
6 Month -3.62% -6.2%
1 Year 7.08% 4.34%
3 Year 8.37% 9.88%
5 Year 8.99% 13.2%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year -0.68% -4.15%
3 Year 9.38% 10.28%
5 Year 9.58% 11.78%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 9.02% 9.77%
3 Year 8.54% 11.52%
5 Year 8.78% 11.23%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.251% 8.045%
Sharp 0.317% 0.5%
Beta - -
Alpha - -

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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Ritika Behera Rahul Dedhia
Total AUM ₹43013 Cr ₹31988 Cr
Fund Manage 19 10
BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others -21.01 21.37
Large Cap 64.36 56.06
Small Cap 8.27 3.01
Mid Cap 9.73 9.03

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others -21.01 17.38
Telecom - Services 3.83 -
Realty 1.43 -
Petroleum Products 3.2 -
IT - Software 9.6 -
Capital Markets 0.92 -
Cement & Cement Products 1.03 -
Construction 2.69 3.56
Ferrous Metals 0.85 -
Retailing 4.71 -
Finance 8.63 -
Diversified FMCG 2.42 -
Banks 14.55 -
Pharmaceuticals & Biotechnology 4.45 -
Auto Components 1.27 -
Industrial Manufacturing 0.37 -
Electrical Equipment 1.73 -
Automobiles 4.93 -
Personal Products 1.39 -
Transport Services 0.78 -
Gas 0.53 -
Beverages 2.55 -
Diversified Metals 1.19 -
Oil 0.29 -
Entertainment 0.1 -
Aerospace & Defense 0.59 -
Consumer Durables 0.64 -
Healthcare Services 2.19 -
Food Products 0.11 -
Power 1.74 -
Chemicals & Petrochemicals 0.37 -
Fertilizers & Agrochemicals 0.47 -
Insurance 1.42 0.35
Leisure Services 0.37 -
Financial Technology (Fintech) 1.02 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Chemicals - 0.82
Communication - 2.95

Top Comparisons

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.87%

Compare Now

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.46%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns14.61%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.8%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.3%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.47%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.43%

Compare Now
Add to Cart Successfully