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LIC MF Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹804 Cr | ₹3591 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 12 Nov 2021 | 01 Aug 2017 |
| 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 | 2.28 | 2 |
| Manager | Yogesh Patil | Hardik Shah |
| ISIN Code | INF767K01QV6 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.71% | 2.68% |
| 6 Month | 3.47% | 4.13% |
| 1 Year | 4.96% | 5.88% |
| 3 Year | 9.91% | 14.02% |
| 5 Year | - | 13.1% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.55% | 0.23% |
| 1 Year | 4.03% | 4.48% |
| 3 Year | 8.25% | 11.74% |
| 5 Year | - | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.92% | 8.43% |
| 3 Year | 10.18% | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.57% | 7.49% |
| Sharp | 0.43% | 0.93% |
| Beta | 1.04% | 1.06% |
| Alpha | -2.02% | 1.60% |
Fund Managers
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Yogesh Patil | Hardik Shah |
| Total AUM | ₹5898 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.61 | 35.01 |
| Large Cap | 48.97 | 56.65 |
| Small Cap | 14.34 | 2.51 |
| Mid Cap | 11.07 | 5.84 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.34 | 29.95 |
| Energy | 4.12 | 6.86 |
| Utilities | 2.74 | 2.34 |
| Technology | 10.05 | 8.14 |
| Consumer Defensive | 3.21 | 4.2 |
| Industrials | 9.23 | 7.02 |
| Financial Services | 25.4 | 22.29 |
| Healthcare | 4.62 | 5.28 |
| Basic Materials | 7.33 | 3.67 |
| Consumer Cyclical | 4.01 | 6.85 |
| Communication Services | 3.77 | 2.02 |
| Real Estate | 1.19 | 1.37 |
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