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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) | ₹2263 Cr | ₹804 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 | 0.45% | 0.34% |
| 6 Month | 7.24% | 7.24% |
| 1 Year | 2.99% | 3.41% |
| 3 Year | 11.14% | 10.72% |
| 5 Year | 10.32% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | 0.25% |
| 1 Year | 8.03% | 6.72% |
| 3 Year | 10.32% | 9.35% |
| 5 Year | 9.61% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.72% | 10.92% |
| 3 Year | 8.7% | 10.18% |
| 5 Year | 9.19% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.49% | 7.60% |
| Sharp | 0.55% | 0.44% |
| 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 | 23.67 | 26.3 |
| Large Cap | 57.02 | 47.45 |
| Small Cap | 9.19 | 14.45 |
| Mid Cap | 10.12 | 11.79 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 17.86 | 24.95 |
| Communication Services | 5.88 | 3.8 |
| Energy | 3.24 | 4.27 |
| Technology | 12.59 | 11.26 |
| Financial Services | 23.85 | 24.39 |
| Basic Materials | 3.62 | 6.95 |
| Industrials | 6.15 | 9.64 |
| Consumer Defensive | 7.39 | 2.73 |
| Consumer Cyclical | 9.13 | 3.82 |
| Healthcare | 7.14 | 4.85 |
| Real Estate | 1.6 | 0.92 |
| Utilities | 1.54 | 2.42 |
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