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

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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SBI Balanced Advantage Fund Regular 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 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)	₹2263 Cr	₹35566 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
1 Month	1.54%	2.02%
6 Month	1.33%	5.64%
1 Year	6.32%	7.81%
3 Year	13.35%	16.18%
5 Year	11.76%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
6 Month	5.38%	6.03%
1 Year	8.18%	11.71%
3 Year	12.05%	14.95%
5 Year	10.62%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
1 Year	8.94%	14.92%
3 Year	8.56%	12.94%
5 Year	9.08%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Standard Deviation	7.50%	6.44%
Sharp	0.66%	1.15%
Beta	-	-
Alpha	-	-

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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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Others	19.33	31.52
Large Cap	60.6	57.56
Small Cap	10.31	3.41
Mid Cap	9.75	7.51

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	SBI Balanced Advantage Fund Regular Growth
Others	18.49	29.41
Communication Services	5.1	3.49
Energy	3.41	9.47
Technology	13.14	5.28
Financial Services	23.59	18.25
Basic Materials	4.64	3.57
Industrials	6.87	6.11
Consumer Cyclical	7.49	5.77
Consumer Defensive	6.59	4.72
Healthcare	7.34	3.63
Utilities	1.91	7.2
Real Estate	1.43	3.09