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 Very High Very High
Asset Size (Cr) ₹2268 Cr ₹12306 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 2.01 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 -2.61% -2.08%
6 Month 0.2% -2.38%
1 Year 10.63% 9.93%
3 Year 8.13% 10.08%
5 Year 10.08% 14.06%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.21% 2.96%
3 Year 11.58% 12.75%
5 Year 10.88% 13.31%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 8.89% 9.63%
3 Year 8.51% 11.61%
5 Year 8.42% 11.18%

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% 0.8%
Beta 0.84% 0.25%
Alpha -0.51% 3.73%

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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 -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

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