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LIC MF Balanced Advantage Fund Regular 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 LIC MF 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 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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