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) | ₹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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