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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) | ₹7710 Cr | ₹831 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| 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 | 2.59% | 1.49% |
| 6 Month | 7.7% | 5.64% |
| 1 Year | 9.68% | 9.23% |
| 3 Year | 15.65% | 13.37% |
| 5 Year | 15.32% | - |
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 | 7.54% | 7% |
| 1 Year | 14.09% | 13.17% |
| 3 Year | 15.24% | 12.92% |
| 5 Year | 13.56% | - |
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 | 11.28% | 11.73% |
| 3 Year | 11.48% | 9.71% |
| 5 Year | 11.23% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 8.05% |
| Sharp | 0.96% | 0.64% |
| Beta | 1% | - |
| Alpha | 1.01% | - |
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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 | 26.23 | 27.03 |
| Large Cap | 51.42 | 47.48 |
| Mid Cap | 16.21 | 11.15 |
| Small Cap | 4.68 | 14.34 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 22.03 | 25.56 |
| Telecom - Services | 1.8 | - |
| Petroleum Products | 4.74 | - |
| Electrical Equipment | 1.39 | - |
| IT - Software | 5.61 | - |
| Cement & Cement Products | 2.04 | - |
| Personal Products | 2.18 | - |
| Construction | 1.44 | - |
| Finance | 4.16 | - |
| Retailing | 2.88 | - |
| Banks | 15.59 | - |
| Pharmaceuticals & Biotechnology | 3.7 | - |
| Non - Ferrous Metals | 1.61 | - |
| Realty | 2.58 | - |
| Healthcare Services | 0.89 | - |
| Aerospace & Defense | 0.36 | - |
| Auto Components | 3.28 | - |
| Ferrous Metals | 1.58 | - |
| Transport Infrastructure | 2.02 | - |
| Automobiles | 1.67 | - |
| Industrial Products | 1.81 | - |
| Insurance | 3.04 | - |
| Diversified FMCG | 1.04 | - |
| Consumer Durables | 1.65 | - |
| Diversified Metals | 0.69 | - |
| Oil | 0.58 | - |
| Power | 2.36 | - |
| Fertilizers & Agrochemicals | 0.66 | - |
| Leisure Services | 0.58 | - |
| Metals & Minerals Trading | 0.13 | - |
| Consumable Fuels | 0.27 | - |
| Minerals & Mining | 0.54 | - |
| Transport Services | 0.65 | - |
| Chemicals & Petrochemicals | 0.75 | - |
| Beverages | 2.24 | - |
| Energy | - | 5.03 |
| Technology | - | 7.92 |
| Consumer Defensive | - | 3.37 |
| Industrials | - | 11.21 |
| Financial Services | - | 21.93 |
| Utilities | - | 2.83 |
| Basic Materials | - | 7.5 |
| Healthcare | - | 5.26 |
| Consumer Cyclical | - | 6.88 |
| Communication Services | - | 2.51 |
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