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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) | ₹13376 Cr | ₹742 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -0.94% | -1.63% |
| 6 Month | 2.8% | -2.04% |
| 1 Year | 8.42% | 3.87% |
| 3 Year | 12.79% | 9.17% |
| 5 Year | 11.51% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | -1% | -2.89% |
| 1 Year | 3.21% | -3.74% |
| 3 Year | 8.36% | 5.31% |
| 5 Year | 9.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.12% | 10.05% |
| 3 Year | 11.75% | 9.88% |
| 5 Year | 11.53% | - |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.27% | 7.41% |
| Sharp | 0.86% | 0.48% |
| Beta | 1.12% | 1.08% |
| Alpha | 0.9% | -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 | 24.63 | 27.05 |
| Large Cap | 57.38 | 49.12 |
| Mid Cap | 13.3 | 10.41 |
| Small Cap | 4.7 | 13.42 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 20.05 | 25.9 |
| Energy | 5.92 | 3.93 |
| Utilities | 1.47 | 3.17 |
| Technology | 8.53 | 9.51 |
| Consumer Cyclical | 11.19 | 3.04 |
| Industrials | 6.19 | 7.31 |
| Financial Services | 25.56 | 27.41 |
| Basic Materials | 5.64 | 7.99 |
| Healthcare | 6.59 | 3.67 |
| Consumer Defensive | 4.57 | 4.6 |
| Real Estate | 0.62 | 0.84 |
| Communication Services | 3.68 | 2.61 |
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