- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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 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) | ₹756 Cr | ₹3810 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹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 | -1.34% | -0.6% |
| 6 Month | -1.72% | 3.17% |
| 1 Year | 1.17% | 4.32% |
| 3 Year | 9.15% | 14.01% |
| 5 Year | - | 11.69% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | 2.31% |
| 1 Year | 4.98% | 10.02% |
| 3 Year | 8.08% | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.92% | 7.96% |
| 3 Year | 10.18% | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.41% | 7.47% |
| Sharp | 0.46% | 0.90% |
| Beta | 1.07% | 1.06% |
| Alpha | -1.8% | 1.82% |
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 | 26.43 | 35.01 |
| Large Cap | 50.1 | 57.06 |
| Small Cap | 13.47 | 2.77 |
| Mid Cap | 10 | 5.16 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.05 | 28.65 |
| Energy | 3.85 | 6.73 |
| Utilities | 3.35 | 2.18 |
| Financial Services | 27.26 | 21.62 |
| Technology | 10.27 | 9.23 |
| Consumer Defensive | 4.36 | 4.69 |
| Industrials | 7.47 | 7.6 |
| Healthcare | 4.02 | 5.03 |
| Basic Materials | 7.92 | 3.51 |
| Consumer Cyclical | 2.77 | 7.12 |
| Communication Services | 2.9 | 2.15 |
| Real Estate | 0.79 | 1.5 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.61%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.37%
Invesco India Money Market Fund - Growth
3Y Returns7.21%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.19%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.84%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns20.99%
Bandhan Floater Fund Regular - Growth
3Y Returns7.39%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.73%
