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

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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tortoise-icon 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 Risk
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

Trailing Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -0.59% -0.15%
6 Month -0.62% 0.56%
1 Year 8.65% 13%
3 Year 8.71% 11.83%
5 Year - 11.09%

SIP Return Analysis

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 5.34% 7.98%
3 Year 10.52% 15.64%
5 Year - 13.66%

Rolling Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.72% 8.22%
3 Year 9.89% 9.95%
5 Year - 8.8%

Risk Management

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.41% 7.39%
Sharp - 0.89%
Beta - 0.98%
Alpha - 2.31%

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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
Fund Manage 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 2.87 18.35
Large Cap 57.38 53.62
Mid Cap 6.09 8.15
Small Cap 10.68 6.52

Sector Allocation

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 2.87 18.35
Petroleum Products 4.32 4.54
IT - Software 11.58 6.38
Construction 1.21 2.97
Finance 2.98 4.42
Diversified FMCG 3.52 0.66
Non - Ferrous Metals 0.77 0.77
Banks 23.39 14.48
Pharmaceuticals & Biotechnology 3.12 4.91
Industrial Products 5.23 0.71
Cement & Cement Products 1.36 1.08
Chemicals & Petrochemicals 1.8 1.32
Automobiles 5.49 5.31
Media 0.87 -
Personal Products 0.51 0.77
Telecom - Services 0.53 2.46
Agricultural Food & other Products 0.94 0.64
Food Products 0.19 0.04
Power 2.53 2.35
Electrical Equipment 0.29 0.79
Aerospace & Defense 1.24 0.99
Auto Components 0.62 0.45
Minerals & Mining 0.5 -
Beverages 0.36 0.53
Industrial Manufacturing 0.71 1.45
Insurance 0.09 2.9
Capital Markets - 0.02
Healthcare Services - 1.63
Ferrous Metals - 0.19
Gas - 0.14
IT - Services - 0.08
Diversified Metals - 0.46
Oil - 0.54
Consumer Durables - 0.22
Household Products - 0.73
Consumable Fuels - 0.87
Fertilizers & Agrochemicals - 0.8
Transport Services - 0.03
Retailing - 0.65
Leisure Services - 0.56
Realty - 0.45

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