BANDHAN Balanced Advantage Fund Regular Plan Growth vs Nippon India Balanced Advantage Fund compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2268 Cr ₹8282 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2014 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 24% 334%
Expense Ratio 2.01 1.76
Manager Ritika Behera Ashutosh Bhargava
ISIN Code INF194KA1UE8 INF204K01596
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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 2.15% 0.9%
6 Month 4.64% 3.03%
1 Year 15.06% 13.93%
3 Year 9.26% 12.03%
5 Year 10.97% 12.42%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 12.47% 8.93%
3 Year 13.46% 14.42%
5 Year 12.1% 13.94%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 8.89% 14.38%
3 Year 8.51% 11.8%
5 Year 8.42% 12.32%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 6.89% 6.21%
Sharp 0.48% 0.79%
Beta 0.84% 0.86%
Alpha -0.51% 2.82%

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Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Ritika Behera Ashutosh Bhargava
Total AUM ₹43013 Cr ₹121448 Cr
Fund Manage 19 12
BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others -21.01 41.92
Large Cap 64.36 51.08
Small Cap 8.27 7.54
Mid Cap 9.73 11.66

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others -21.01 41.92
Telecom - Services 3.83 4.13
Realty 1.43 1.82
Petroleum Products 3.2 2.38
IT - Software 9.6 7.22
Capital Markets 0.92 -
Cement & Cement Products 1.03 1.12
Construction 2.69 2.1
Ferrous Metals 0.85 0.52
Retailing 4.71 1.61
Finance 8.63 1.76
Diversified FMCG 2.42 3.49
Banks 14.55 15.43
Pharmaceuticals & Biotechnology 4.45 1.85
Auto Components 1.27 1.47
Industrial Manufacturing 0.37 -
Electrical Equipment 1.73 1.62
Automobiles 4.93 2.54
Personal Products 1.39 1.61
Transport Services 0.78 0.46
Gas 0.53 -
Beverages 2.55 1.42
Diversified Metals 1.19 -
Oil 0.29 -
Entertainment 0.1 -
Aerospace & Defense 0.59 0.98
Consumer Durables 0.64 2.52
Healthcare Services 2.19 0.24
Food Products 0.11 0.52
Power 1.74 3.35
Chemicals & Petrochemicals 0.37 -
Fertilizers & Agrochemicals 0.47 -
Insurance 1.42 2.85
Leisure Services 0.37 1.7
Financial Technology (Fintech) 1.02 1.09
IT - Services - 0.27
Transport Infrastructure - 2.16
Industrial Products - 0.4
Diversified - 0.55
Other Utilities - 0.36
Textiles & Apparels - 0.74

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