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LIC MF Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.01% | -0.92% |
| 6 Month | 1.91% | -3.04% |
| 1 Year | 9.95% | 3.17% |
| 3 Year | 13.02% | 9.13% |
| 5 Year | 10.98% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.2% | -1.1% |
| 1 Year | 8.94% | 0.8% |
| 3 Year | 11.21% | 6.59% |
| 5 Year | 11.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.38% | 10.12% |
| 3 Year | 11.75% | 9.89% |
| 5 Year | 11.67% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.18% | 7.50% |
| Sharp | 0.87% | 0.38% |
| Beta | 1.06% | 1.05% |
| Alpha | 0.84% | -2.52% |
Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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