LIC MF Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare

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LIC MF Balanced Advantage Fund Regular - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹791 Cr	₹2652 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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	0.94%	-0.24%
6 Month	2.53%	0.72%
1 Year	10.46%	8.65%
3 Year	13.73%	16.37%
5 Year	-	14.34%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	6.31%	3.69%
1 Year	11.22%	6.17%
3 Year	12.08%	14.89%
5 Year	-	13.17%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.73%	8.75%
3 Year	9.71%	10.38%
5 Year	-	9.89%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.461%	8.096%
Sharp	0.22%	0.607%
Beta	-	-
Alpha	-	-

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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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	27.03	34.05
Large Cap	47.48	56.4
Small Cap	14.34	4.04
Mid Cap	11.15	5.5

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	25.56	32.81
Energy	5.03	7.7
Technology	7.92	6.58
Consumer Defensive	3.37	2.51
Industrials	11.21	5.28
Financial Services	21.93	21.88
Utilities	2.83	1.99
Basic Materials	7.5	3.97
Healthcare	5.26	5.99
Consumer Cyclical	6.88	7.77
Communication Services	2.51	3.08
Real Estate	-	0.43