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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) | ₹742 Cr | ₹4748 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹250 |
| 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 | -2.27% | -2.62% |
| 6 Month | -3.64% | -0.39% |
| 1 Year | 2.38% | 8.75% |
| 3 Year | 8.63% | 13.27% |
| 5 Year | - | 11.54% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -1.1% | 0.77% |
| 1 Year | 0.8% | 9.18% |
| 3 Year | 6.59% | 11.18% |
| 5 Year | - | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 10.05% | 13.07% |
| 3 Year | 9.88% | 14.39% |
| 5 Year | - | 15.56% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.41% | 8.78% |
| Sharp | 0.48% | 0.9% |
| Beta | 1.08% | 1.29% |
| Alpha | -2.02% | 1.58% |
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 | 27.05 | 31.46 |
| Large Cap | 49.12 | 41.95 |
| Small Cap | 13.42 | 8 |
| Mid Cap | 10.41 | 18.6 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 25.9 | 23.56 |
| Energy | 3.93 | 5.02 |
| Utilities | 3.17 | 1.04 |
| Financial Services | 27.41 | 21.44 |
| Technology | 9.51 | 6.67 |
| Consumer Defensive | 4.6 | 7.02 |
| Industrials | 7.31 | 10.1 |
| Healthcare | 3.67 | 5.48 |
| Basic Materials | 7.99 | 3.03 |
| Consumer Cyclical | 3.04 | 12.24 |
| Communication Services | 2.61 | 2.66 |
| Real Estate | 0.84 | 1.74 |
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