Edelweiss Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹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 | -1.9% | -1.52% |
6 Month | -5.13% | -7.66% |
1 Year | 5% | 2.78% |
3 Year | 8.52% | 10.22% |
5 Year | 10.32% | 14.17% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.68% | -5.44% |
1 Year | -5.52% | -9.04% |
3 Year | 8.18% | 8.84% |
5 Year | 8.62% | 10.58% |
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 | 7.606% | 8.045% |
Sharp | 0.199% | 0.5% |
Beta | - | - |
Alpha | - | - |
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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 | 16.93008 | 27.12029 |
Large Cap | 63.96789 | 52.15813 |
Small Cap | 11.10029 | 6.8997 |
Mid Cap | 8.0018 | 13.82189 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 16.17299 | 27.04801 |
Communication Services | 4.97819 | 2.27666 |
Energy | 3.1471 | 4.12715 |
Technology | 12.95244 | 10.12428 |
Financial Services | 25.5051 | 21.21087 |
Basic Materials | 6.09736 | 2.37508 |
Industrials | 4.74036 | 3.79926 |
Consumer Cyclical | 9.51116 | 9.98634 |
Consumer Defensive | 6.85961 | 5.86356 |
Healthcare | 7.42814 | 7.31508 |
Utilities | 1.15095 | 4.53258 |
Real Estate | 1.45666 | 1.34114 |
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