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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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

Invest Now

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 -2.93% -2.53%
6 Month -0.13% -2.86%
1 Year 10.9% 9.18%
3 Year 8.67% 10.44%
5 Year 10.14% 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 9.26% 4.13%
3 Year 12.97% 13.57%
5 Year 11.72% 13.84%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.6%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.73%

Compare Now

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns11.17%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.57%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns16.39%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns11.83%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.71%

VS

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns6.42%

Compare Now
Request call back
Add to Cart Successfully