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

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LIC MF Balanced Advantage Fund Regular - Growth

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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)	₹828 Cr	₹4424 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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-2.46%	-2.67%
6 Month	7.89%	11.74%
1 Year	1.38%	1.25%
3 Year	9.62%	13.58%
5 Year	-	13.48%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-0.22%	2.21%
1 Year	3.56%	7.73%
3 Year	9.54%	13.36%
5 Year	-	13.07%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	11.28%	14.36%
3 Year	10.43%	14.5%
5 Year	-	15.98%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.58%	9.22%
Sharp	0.52%	0.88%
Beta	-	-
Alpha	-	-

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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	25.71	33.32
Large Cap	46.53	40.3
Small Cap	15.73	10.48
Mid Cap	12.02	15.9

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	24.18	23.44
Energy	4.27	5.49
Technology	10.94	5.23
Consumer Defensive	2.69	3.66
Industrials	10.32	10.58
Financial Services	25.24	25.87
Healthcare	5.71	6.74
Utilities	2.11	1.42
Basic Materials	6.8	1.38
Consumer Cyclical	4.21	7.88
Communication Services	2.58	4.64
Real Estate	0.95	3.67