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LIC MF Balanced Advantage Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 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) ₹831 Cr ₹4304 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 1.49% 2.99%
6 Month 5.64% 5.42%
1 Year 9.23% 8.77%
3 Year 13.37% 18.46%
5 Year - 17.25%

SIP Return Analysis

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 7% 9.4%
1 Year 13.17% 14.95%
3 Year 12.92% 16.39%
5 Year - 14.75%

Rolling Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.73% 14.9%
3 Year 9.71% 14.38%
5 Year - 15.85%

Risk Management

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 8.05% 10.14%
Sharp 0.64% 0.88%
Beta - -
Alpha - -

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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 27.03 31.15
Large Cap 47.48 42.99
Small Cap 14.34 11.21
Mid Cap 11.15 14.66

Sector Allocation

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 25.56 26.01
Energy 5.03 7.58
Technology 7.92 7.73
Consumer Defensive 3.37 2.53
Industrials 11.21 12.94
Financial Services 21.93 22.52
Utilities 2.83 3.08
Basic Materials 7.5 0.99
Healthcare 5.26 6.54
Consumer Cyclical 6.88 6.34
Communication Services 2.51 3.73

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