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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) | ₹2292 Cr | ₹828 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 | -0.33% | -2.32% |
| 6 Month | 7.06% | 6.3% |
| 1 Year | 3.67% | 3.98% |
| 3 Year | 10.27% | 9.66% |
| 5 Year | 10.45% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.94% | 0.44% |
| 1 Year | 4.61% | 3.21% |
| 3 Year | 10.1% | 9.09% |
| 5 Year | 9.5% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.84% | 11.28% |
| 3 Year | 8.65% | 10.43% |
| 5 Year | 9.15% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.56% | 7.58% |
| Sharp | 0.64% | 0.52% |
| Beta | - | - |
| Alpha | - | - |
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 | 25.96 | 25.71 |
| Large Cap | 55.46 | 46.53 |
| Small Cap | 9.39 | 15.73 |
| Mid Cap | 9.19 | 12.02 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 19.96 | 24.18 |
| Communication Services | 5.14 | 2.58 |
| Energy | 3.3 | 4.27 |
| Technology | 12.17 | 10.94 |
| Financial Services | 23.35 | 25.24 |
| Basic Materials | 3.73 | 6.8 |
| Industrials | 6.28 | 10.32 |
| Consumer Defensive | 7.59 | 2.69 |
| Consumer Cyclical | 8.04 | 4.21 |
| Healthcare | 7.48 | 5.71 |
| Real Estate | 1.28 | 0.95 |
| Utilities | 1.7 | 2.11 |
Top Comparisons
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