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Nippon India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth 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 Average
Asset Size (Cr) ₹2193 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 2.04 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 4.4% -0.8%
6 Month -1.15% 1.98%
1 Year 8.83% 12.89%
3 Year 9.26% 11.83%
5 Year 12.8% 12.32%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month 0.99% -
1 Year 2.52% 8.2%
3 Year 10.9% 14.52%
5 Year 10.01% 13.96%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 9.02% 14.38%
3 Year 8.54% 11.8%
5 Year 8.78% 12.32%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 7.606% 6.21%
Sharp 0.199% 0.79%
Beta - 0.86%
Alpha - 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
Funds Managed 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 16.93 41.92
Large Cap 63.97 51.08
Small Cap 11.1 7.54
Mid Cap 8 11.66

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 16.17 41.92
Communication Services 4.98 -
Energy 3.15 -
Technology 12.95 -
Financial Services 25.51 -
Basic Materials 6.1 -
Industrials 4.74 -
Consumer Cyclical 9.51 -
Consumer Defensive 6.86 -
Healthcare 7.43 -
Utilities 1.15 -
Real Estate 1.46 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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