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LIC MF Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹101773 Cr | ₹828 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 11 Sep 2000 | 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 | 21.38% | % |
| Expense Ratio | 1.35 | 2.28 |
| Manager | Anil Bamboli | Yogesh Patil |
| ISIN Code | INF179K01830 | INF767K01QV6 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.51% | -2.46% |
| 6 Month | 8.67% | 7.89% |
| 1 Year | -0.61% | 1.38% |
| 3 Year | 18.5% | 9.62% |
| 5 Year | 21.66% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.23% | -1.49% |
| 1 Year | 2.82% | 1.39% |
| 3 Year | 14.51% | 8.37% |
| 5 Year | 18.06% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.49% | 11.28% |
| 3 Year | 16.2% | 10.43% |
| 5 Year | 15.09% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.16% | 7.58% |
| Sharp | 1.34% | 0.52% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Anil Bamboli | Yogesh Patil |
| Total AUM | ₹135442 Cr | ₹5898 Cr |
| Funds Managed | 12 | 7 |
| HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 35.76 | 25.71 |
| Large Cap | 51.34 | 46.53 |
| Small Cap | 5.79 | 15.73 |
| Mid Cap | 7.11 | 12.02 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.05 | 24.18 |
| Communication Services | 3.53 | 2.58 |
| Energy | 6.92 | 4.27 |
| Technology | 5.83 | 10.94 |
| Industrials | 8.06 | 10.32 |
| Consumer Defensive | 2.72 | 2.69 |
| Financial Services | 21.59 | 25.24 |
| Basic Materials | 2.04 | 6.8 |
| Consumer Cyclical | 6.36 | 4.21 |
| Real Estate | 1.5 | 0.95 |
| Healthcare | 4.2 | 5.71 |
| Utilities | 4.21 | 2.11 |
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