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

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

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%

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%

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%

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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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

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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	-16.88	17.38
Banks	13.15	-
IT - Software	7.54	-
Finance	9.41	-
Petroleum Products	4.12	-
Telecom - Services	4.16	-
Personal Products	2.31	-
Automobiles	5.83	-
Construction	2.72	3.56
Diversified FMCG	2.62	-
Pharmaceuticals & Biotechnology	3.1	-
Beverages	1.93	-
Insurance	1.18	0.35
Electrical Equipment	2.31	-
Retailing	3.56	-
Power	1.66	-
Realty	1.7	-
Ferrous Metals	1.22	-
Healthcare Services	0.77	-
Minerals & Mining	0.76	-
Cement & Cement Products	1.18	-
Consumer Durables	0.67	-
Aerospace & Defense	0.63	-
Gas	0.58	-
Auto Components	1.38	-
Oil	0.56	-
Transport Services	0.55	-
Non - Ferrous Metals	0.55	-
Financial Technology (Fintech)	0.53	-
Fertilizers & Agrochemicals	0.4	-
Entertainment	0.4	-
Food Products	0.39	-
Industrial Manufacturing	0.36	-
Leisure Services	0.36	-
Chemicals & Petrochemicals	0.29	-
Financial	-	24.14
Energy	-	9.3
Communication	-	2.95
Automobile	-	6.09
Technology	-	4.66
Sovereign	-	2.27
Consumer Staples	-	3.96
Healthcare	-	3.69
Services	-	2.94
Metals & Mining	-	2.56
Materials	-	2.32
Capital Goods	-	2.16
Chemicals	-	0.82
Textiles	-	0.32