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LIC MF Balanced Advantage Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹804 Cr | ₹4362 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 Nov 2021 | 13 Nov 2018 |
| 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 | % | 173% |
| Expense Ratio | 2.28 | 1.89 |
| Manager | Yogesh Patil | Miten Vora |
| ISIN Code | INF767K01QV6 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.3% | 1.37% |
| 6 Month | 4.65% | 8.82% |
| 1 Year | 4.21% | 5.6% |
| 3 Year | 10.46% | 14.82% |
| 5 Year | - | 14.13% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.17% | 2.26% |
| 1 Year | 6.22% | 12.09% |
| 3 Year | 9.41% | 13.26% |
| 5 Year | - | 12.96% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.92% | 13.93% |
| 3 Year | 10.18% | 14.44% |
| 5 Year | - | 15.82% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.60% | 9.31% |
| Sharp | 0.44% | 0.75% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Yogesh Patil | Miten Vora |
| Total AUM | ₹5898 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 25.61 | 25.79 |
| Large Cap | 48.97 | 44.65 |
| Small Cap | 14.34 | 9.95 |
| Mid Cap | 11.07 | 19.6 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 24.34 | 16.05 |
| Energy | 4.12 | 5.26 |
| Utilities | 2.74 | 1.49 |
| Technology | 10.05 | 5.93 |
| Consumer Defensive | 3.21 | 6.04 |
| Industrials | 9.23 | 10.2 |
| Financial Services | 25.4 | 25.86 |
| Healthcare | 4.62 | 6.09 |
| Basic Materials | 7.33 | 3.03 |
| Consumer Cyclical | 4.01 | 11.56 |
| Communication Services | 3.77 | 4.31 |
| Real Estate | 1.19 | 4.19 |
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