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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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

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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 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 Moderately High Very High
Asset Size (Cr) ₹2265 Cr ₹11715 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.94 1.7
Manager Ritika Behera Rahul Dedhia
ISIN Code INF194KA1UE8 INF754K01285
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 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 1.53% 1.64%
6 Month 11.93% 12.89%
1 Year 21.27% 27.65%
3 Year 9.75% 13.4%
5 Year 12.4% 16.98%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.96% 11.59%
3 Year 19.58% 26.05%
5 Year 33.63% 48.37%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.44% 15.85%
3 Year 26.27% 37.08%
5 Year 36.2% 51.45%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 6.89% 7.27%
Sharp 0.48% 0.93%
Beta 0.84% 0.95%
Alpha -0.51% 2.64%

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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 -16.01 21.37
Large Cap 62.25 56.06
Mid Cap 9.03 9.03
Small Cap 6.73 3.01

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others -16.88 17.38
Automobiles 5.83 -
Telecom - Services 4.16 -
Petroleum Products 4.12 -
IT - Software 7.54 -
Cement & Cement Products 1.18 -
Construction 2.72 3.56
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 0.35
Leisure Services 0.36 -
Healthcare Services 0.77 -
Financial Technology (Fintech) 0.53 -
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

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