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LIC MF Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12899 Cr | ₹804 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 20 Aug 2009 | 12 Nov 2021 |
| 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 | 81% | % |
| Expense Ratio | 1.69 | 2.28 |
| Manager | Rahul Dedhia | Yogesh Patil |
| ISIN Code | INF754K01285 | INF767K01QV6 |
| Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.24% | 1.71% |
| 6 Month | 6.01% | 3.47% |
| 1 Year | 5.16% | 4.96% |
| 3 Year | 12.37% | 9.91% |
| 5 Year | 14.07% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.83% | -0.55% |
| 1 Year | 6.52% | 4.03% |
| 3 Year | 9.89% | 8.25% |
| 5 Year | 10.45% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.28% | 10.92% |
| 3 Year | 11.58% | 10.18% |
| 5 Year | 11.45% | - |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.03% | 7.57% |
| Sharp | 0.69% | 0.43% |
| Beta | 1.13% | 1.04% |
| Alpha | -0.20% | -2.02% |
Fund Managers
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Rahul Dedhia | Yogesh Patil |
| Total AUM | ₹31988 Cr | ₹5898 Cr |
| Funds Managed | 10 | 7 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 24.5 | 25.61 |
| Large Cap | 55.37 | 48.97 |
| Mid Cap | 14.03 | 11.07 |
| Small Cap | 6.11 | 14.34 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 20.45 | 24.34 |
| Energy | 4.53 | 4.12 |
| Utilities | 3.12 | 2.74 |
| Technology | 8.83 | 10.05 |
| Consumer Cyclical | 10.46 | 4.01 |
| Healthcare | 6.59 | 4.62 |
| Industrials | 6.38 | 9.23 |
| Financial Services | 26.87 | 25.4 |
| Basic Materials | 5.01 | 7.33 |
| Consumer Defensive | 3.63 | 3.21 |
| Real Estate | 0.52 | 1.19 |
| Communication Services | 3.6 | 3.77 |
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