- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8157 Cr | ₹828 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 | -0.45% | -2.32% |
| 6 Month | 9.38% | 6.3% |
| 1 Year | 5.91% | 3.98% |
| 3 Year | 12.76% | 9.66% |
| 5 Year | 13.64% | - |
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 | 2.38% | 0.44% |
| 1 Year | 7.56% | 3.21% |
| 3 Year | 12.3% | 9.09% |
| 5 Year | 11.79% | - |
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 | 11.15% | 11.28% |
| 3 Year | 11.52% | 10.43% |
| 5 Year | 11.34% | - |
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% | 7.58% |
| Sharp | 0.99% | 0.52% |
| Beta | 0.1% | - |
| Alpha | 6.58% | - |
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 | 37.74 | 25.71 |
| Large Cap | 42.5 | 46.53 |
| Mid Cap | 12.73 | 12.02 |
| Small Cap | 7.03 | 15.73 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 29.34 | 24.18 |
| Communication Services | 1.25 | 2.58 |
| Energy | 3.71 | 4.27 |
| Technology | 7.26 | 10.94 |
| Basic Materials | 6.87 | 6.8 |
| Industrials | 7.56 | 10.32 |
| Financial Services | 22.35 | 25.24 |
| Consumer Cyclical | 6.46 | 4.21 |
| Healthcare | 4.08 | 5.71 |
| Real Estate | 3.01 | 0.95 |
| Consumer Defensive | 5.94 | 2.69 |
| Utilities | 2.17 | 2.11 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.19%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.08%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns22.49%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns22.16%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.61%
Templeton India Value Fund - Growth Plan
3Y Returns18.6%
Quant Value Fund Regular - Growth
3Y Returns23.2%
