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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) | ₹767 Cr | ₹4545 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 | -0.31% | 0.32% |
| 6 Month | -0.45% | 3.8% |
| 1 Year | 2.01% | 4.78% |
| 3 Year | 9.01% | 13.57% |
| 5 Year | - | 12.7% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.46% | 2.9% |
| 1 Year | 5.64% | 14.23% |
| 3 Year | 8.3% | 12.95% |
| 5 Year | - | 12.81% |
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% | 13.35% |
| 3 Year | 10.18% | 14.42% |
| 5 Year | - | 15.66% |
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% | 9.35% |
| Sharp | 0.46% | 0.75% |
| Beta | 1.07% | 1.30% |
| Alpha | -1.8% | 1.10% |
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 | 30.75 | 26.46 |
| Large Cap | 47.1 | 44.7 |
| Small Cap | 13.23 | 9.32 |
| Mid Cap | 8.92 | 19.52 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 28.51 | 16.89 |
| Energy | 3.73 | 4.98 |
| Utilities | 3.15 | 1.12 |
| Technology | 9.69 | 7.15 |
| Consumer Defensive | 3.97 | 5.98 |
| Industrials | 7.48 | 11.01 |
| Financial Services | 25.11 | 24.68 |
| Healthcare | 3.73 | 5.04 |
| Basic Materials | 7.58 | 3.23 |
| Consumer Cyclical | 2.91 | 11.92 |
| Communication Services | 2.92 | 4.29 |
| Real Estate | 1.22 | 3.72 |
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