LIC MF Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8944 Cr	₹742 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹200
Min Addl Investment	₹100	₹500
Launch Date	23 May 2000	12 Nov 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	%
Expense Ratio	1.8	2.28
Manager	Lovelish Solanki	Yogesh Patil
ISIN Code	INF084M01AB8	INF767K01QV6
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	-2.21%	-3.01%
6 Month	0.23%	-4.37%
1 Year	8.77%	1.56%
3 Year	12.28%	8.33%
5 Year	10.73%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-0.49%	-2.89%
1 Year	4.42%	-3.74%
3 Year	10.04%	5.31%
5 Year	10.63%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	11.36%	10.05%
3 Year	11.76%	9.88%
5 Year	11.66%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	6.2%	7.41%
Sharp	0.97%	0.48%
Beta	1.08%	1.08%
Alpha	1.36%	-2.02%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Name	Lovelish Solanki	Yogesh Patil
Total AUM	₹14756 Cr	₹5898 Cr
Funds Managed	2	7
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	40.37	27.05
Large Cap	38.84	49.12
Mid Cap	13.67	10.41
Small Cap	7.12	13.42

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	26.45	25.9
Communication Services	1.28	2.61
Energy	3.35	3.93
Technology	8.4	9.51
Industrials	7.14	7.31
Financial Services	21.89	27.41
Healthcare	5.33	3.67
Basic Materials	6.94	7.99
Real Estate	3.88	0.84
Consumer Cyclical	7.84	3.04
Consumer Defensive	5.45	4.6
Utilities	2.06	3.17