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SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2324 Cr | ₹39337 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 31 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 | 2.04 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
| 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 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.73% | 1.1% |
| 6 Month | 4.11% | 5.14% |
| 1 Year | 5.39% | 9.81% |
| 3 Year | 11.83% | 14.83% |
| 5 Year | 9.61% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 2.91% |
| 1 Year | 8.57% | 11.73% |
| 3 Year | 10.1% | 12.26% |
| 5 Year | 9.64% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 8.58% | 13.41% |
| 3 Year | 8.79% | 13.32% |
| 5 Year | 9.27% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 6.18% |
| Sharp | 0.61% | 1.10% |
| Beta | 0.90% | 0.87% |
| Alpha | -0.14% | 2.79% |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 27.02 | 34.05 |
| Large Cap | 52.55 | 55.11 |
| Small Cap | 8.75 | 3.47 |
| Mid Cap | 11.68 | 7.37 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 19.64 | 30.46 |
| Communication Services | 6.61 | 2.61 |
| Energy | 3.7 | 9.42 |
| Technology | 10.22 | 4.49 |
| Financial Services | 26.52 | 19.87 |
| Basic Materials | 4.93 | 4.99 |
| Consumer Defensive | 4.86 | 4.35 |
| Industrials | 6 | 4.31 |
| Consumer Cyclical | 8.79 | 6.83 |
| Healthcare | 5.67 | 3.6 |
| Utilities | 1.04 | 5.74 |
| Real Estate | 2.02 | 3.33 |
Top Comparisons
SBI Low Duration Fund - Regular Plan - Growth
3Y Returns7%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.09%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.88%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns17.68%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.83%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.44%
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3Y Returns15.99%
