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) | ₹845 Cr | ₹3342 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 | -1.61% | -1.04% |
6 Month | 6.14% | 4.87% |
1 Year | 5.14% | 4.24% |
3 Year | 10.8% | 14.03% |
5 Year | - | 13.21% |
SIP Return Analysis
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.2% | 2.21% |
1 Year | 7.78% | 5.17% |
3 Year | 11.1% | 14.27% |
5 Year | - | 12.94% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.81% | 7.80% |
Sharp | 0.82% | 1.16% |
Beta | - | - |
Alpha | - | - |
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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 | 29.2 | 36.84 |
Large Cap | 42.44 | 55.12 |
Small Cap | 15.86 | 3.25 |
Mid Cap | 12.5 | 4.8 |
Sector Allocation
Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 28.64 | 32.21 |
Energy | 4.71 | 8.05 |
Technology | 9.31 | 7.29 |
Consumer Defensive | 2.63 | 3.56 |
Industrials | 9.1 | 6.68 |
Financial Services | 25.46 | 22 |
Healthcare | 5.48 | 4.45 |
Utilities | 2.07 | 2.36 |
Basic Materials | 5.97 | 3.7 |
Consumer Cyclical | 3.16 | 6.33 |
Communication Services | 2.65 | 2.72 |
Real Estate | 0.83 | 0.64 |
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