SBI 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 SBI Balanced Advantage Fund - Regular Plan - Growth

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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 SBI Balanced Advantage Fund - Regular Plan - Growth
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High High
Asset Size (Cr) ₹2265 Cr ₹31166 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2014 05 Aug 2021
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% 39.82%
Expense Ratio 1.94 1.59
Manager Ritika Behera Pradeep Kesavan
ISIN Code INF194KA1UE8 INF200KA1Y40
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.53% 1.17%
6 Month 11.93% 9.55%
1 Year 21.27% 24.14%
3 Year 9.75% -
5 Year 12.4% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 8.96% 10.9%
3 Year 19.58% 27.13%
5 Year 33.63% 27.13%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.44% 13.41%
3 Year 26.27% 28.77%
5 Year 36.2% 28.77%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 6.89% 6.13%
Sharp 0.48% -
Beta 0.84% -
Alpha -0.51% -

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Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth
Name Ritika Behera Pradeep Kesavan
Total AUM ₹43013 Cr ₹434274 Cr
Fund Manage 19 43
BANDHAN Balanced Advantage Fund Regular Plan Growth SBI Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

SBI Balanced Advantage Fund - Regular Plan - Growth

Others -16.01 29.95
Large Cap 62.25 53.08
Mid Cap 9.03 7.92
Small Cap 6.73 2.55

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

SBI Balanced Advantage Fund - Regular Plan - Growth

Others -16.88 44.05
Automobiles 5.83 -
Telecom - Services 4.16 -
Petroleum Products 4.12 -
IT - Software 7.54 -
Cement & Cement Products 1.18 -
Construction 2.72 0.74
Ferrous Metals 1.22 -
Finance 9.41 -
Retailing 3.56 -
Diversified FMCG 2.62 -
Non - Ferrous Metals 0.55 -
Banks 13.15 -
Pharmaceuticals & Biotechnology 3.1 -
Auto Components 1.38 -
Industrial Manufacturing 0.36 -
Electrical Equipment 2.31 -
Personal Products 2.31 -
Transport Services 0.55 -
Gas 0.58 -
Beverages 1.93 -
Oil 0.56 -
Entertainment 0.4 -
Aerospace & Defense 0.63 -
Realty 1.7 -
Consumer Durables 0.67 -
Minerals & Mining 0.76 -
Food Products 0.39 -
Fertilizers & Agrochemicals 0.4 -
Chemicals & Petrochemicals 0.29 -
Power 1.66 -
Insurance 1.18 2.02
Leisure Services 0.36 -
Healthcare Services 0.77 -
Financial Technology (Fintech) 0.53 -
Healthcare - 2.28
Financial - 8.34
Capital Goods - 1.13
Energy - 11.56
Services - 0.41
Materials - 0.27
Metals & Mining - 3.2
Consumer Staples - 1.45
Communication - 3.13
Technology - 2.35
Automobile - 1.94
Sovereign - 10.59
Consumer Discretionary - 0.04

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