LIC MF Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2193 Cr | ₹791 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 10 Oct 2014 | 12 Nov 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% | % |
Expense Ratio | 2.04 | 2.28 |
Manager | Ritika Behera | Yogesh Patil |
ISIN Code | INF194KA1UE8 | INF767K01QV6 |
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 | LIC MF Balanced Advantage Fund - Regular Plan - 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 | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | -3.36% | -2.77% |
6 Month | -4.46% | -3.5% |
1 Year | 5.19% | 5.81% |
3 Year | 9.62% | 9.88% |
5 Year | 9.83% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | -4.68% | -3.83% |
1 Year | -4.57% | -2.72% |
3 Year | 8.5% | 8.06% |
5 Year | 8.87% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 9.02% | 12.72% |
3 Year | 8.54% | 9.89% |
5 Year | 8.78% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.251% | 6.758% |
Sharp | 0.317% | 0.447% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Name | Ritika Behera | Yogesh Patil |
Total AUM | ₹43013 Cr | ₹5898 Cr |
Fund Manage | 19 | 7 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 16.93008 | 27.02822 |
Large Cap | 63.96789 | 47.48249 |
Small Cap | 11.10029 | 14.33965 |
Mid Cap | 8.0018 | 11.14965 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 16.17299 | 25.56045 |
Communication Services | 4.97819 | 2.5054 |
Energy | 3.1471 | 5.03218 |
Technology | 12.95244 | 7.92377 |
Financial Services | 25.5051 | 21.93227 |
Basic Materials | 6.09736 | 7.50225 |
Industrials | 4.74036 | 11.20517 |
Consumer Cyclical | 9.51116 | 6.87905 |
Consumer Defensive | 6.85961 | 3.36813 |
Healthcare | 7.42814 | 5.26125 |
Utilities | 1.15095 | 2.83009 |
Real Estate | 1.45666 | - |
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