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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) | ₹2309 Cr | ₹742 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 | -1.57% | -1.41% |
| 6 Month | 0.97% | -2.26% |
| 1 Year | 7.02% | 3.74% |
| 3 Year | 11.32% | 9.12% |
| 5 Year | 9.19% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.63% | 0.32% |
| 1 Year | 8.64% | 3.43% |
| 3 Year | 9.36% | 7.13% |
| 5 Year | 9.27% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.52% | 10.05% |
| 3 Year | 8.81% | 9.88% |
| 5 Year | 9.28% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.89% | 7.41% |
| Sharp | 0.84% | 0.48% |
| Beta | 0.87% | 1.08% |
| Alpha | 0.83% | -2.02% |
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 | 26.72 | 27.05 |
| Large Cap | 53.36 | 49.12 |
| Small Cap | 8.87 | 13.42 |
| Mid Cap | 11.06 | 10.41 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 19.38 | 25.9 |
| Communication Services | 6.66 | 2.61 |
| Energy | 3.75 | 3.93 |
| Technology | 9.61 | 9.51 |
| Financial Services | 26.33 | 27.41 |
| Basic Materials | 5.22 | 7.99 |
| Industrials | 6.62 | 7.31 |
| Consumer Defensive | 4.94 | 4.6 |
| Consumer Cyclical | 8.82 | 3.04 |
| Healthcare | 5.84 | 3.67 |
| Utilities | 1.03 | 3.17 |
| Real Estate | 1.79 | 0.84 |
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