Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

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 1.98% 1.49%
6 Month 0.44% 1.42%
1 Year 7.54% 9.48%
3 Year 10.23% 10.41%
5 Year 12.19% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth LIC MF Balanced Advantage Fund Regular - Growth
6 Month 1.8% 2.2%
1 Year 3.11% 4.71%
3 Year 11.18% 10.72%
5 Year 10.15% -

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 7.606% 7.461%
Sharp 0.199% 0.22%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns6.76%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.74%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.57%

VS

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns13.78%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.4%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.43%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.55%

Compare Now
Add to Cart Successfully