LIC MF Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

LIC MF Balanced Advantage Fund Regular vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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)	₹2320 Cr	₹767 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹200
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	1.08%	-0.18%
6 Month	4.42%	-0.06%
1 Year	5.19%	3.87%
3 Year	10.7%	9.02%
5 Year	10.06%	-

SIP Return Analysis

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	2.67%	0.75%
1 Year	10.71%	6.12%
3 Year	10.73%	8.8%
5 Year	9.92%	-

Rolling Lumpsum Returns

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	8.62%	10.92%
3 Year	8.76%	10.18%
5 Year	9.24%	-

Risk Management

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	6.54%	7.41%
Sharp	0.59%	0.54%
Beta	0.88%	1.06%
Alpha	-0.60%	-1.72%

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	27.28	30.75
Large Cap	52.63	47.1
Small Cap	8.46	13.23
Mid Cap	11.63	8.92

Sector Allocation

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	20.43	28.51
Communication Services	6.58	2.92
Energy	3.56	3.73
Technology	8.77	9.69
Financial Services	25.8	25.11
Basic Materials	4.22	7.58
Consumer Defensive	5.97	3.97
Industrials	6.17	7.48
Consumer Cyclical	8.42	2.91
Healthcare	6.41	3.73
Utilities	1.66	3.15
Real Estate	2.01	1.22

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