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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 1.36% 2.39%
6 Month -0.46% 2.14%
1 Year 6.38% 10.18%
3 Year 13.19% 13.03%
5 Year 12.2% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth LIC MF Balanced Advantage Fund Regular - Growth
6 Month 4.35% 6.31%
1 Year 6.11% 11.22%
3 Year 11.3% 12.08%
5 Year 10.19% -

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Year 8.94% 11.73%
3 Year 8.56% 9.71%
5 Year 9.08% -

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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