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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 | 2.57% | 2.32% |
| 6 Month | 0.95% | 2.37% |
| 1 Year | 9.45% | 10.99% |
| 3 Year | 10.11% | 10.52% |
| 5 Year | 13.06% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.99% | 1.24% |
| 1 Year | 2.52% | 3.86% |
| 3 Year | 10.9% | 10.3% |
| 5 Year | 10.01% | - |
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 | 7.606% | 7.461% |
| Sharp | 0.199% | 0.22% |
| 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 |
| Funds Managed | 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 | 16.93 | 27.03 |
| Large Cap | 63.97 | 47.48 |
| Small Cap | 11.1 | 14.34 |
| Mid Cap | 8 | 11.15 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 16.17 | 25.56 |
| Communication Services | 4.98 | 2.51 |
| Energy | 3.15 | 5.03 |
| Technology | 12.95 | 7.92 |
| Financial Services | 25.51 | 21.93 |
| Basic Materials | 6.1 | 7.5 |
| Industrials | 4.74 | 11.21 |
| Consumer Cyclical | 9.51 | 6.88 |
| Consumer Defensive | 6.86 | 3.37 |
| Healthcare | 7.43 | 5.26 |
| Utilities | 1.15 | 2.83 |
| Real Estate | 1.46 | - |
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