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LIC MF Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94251 Cr | ₹791 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 - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.4% | 1.49% |
| 6 Month | 0.03% | 1.42% |
| 1 Year | 7.27% | 9.48% |
| 3 Year | 20% | 10.41% |
| 5 Year | 24.94% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.19% | 2.2% |
| 1 Year | 1.49% | 4.71% |
| 3 Year | 18.39% | 10.72% |
| 5 Year | 20.82% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.17% | 12.72% |
| 3 Year | 15.89% | 9.89% |
| 5 Year | 14.91% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.701% | 7.461% |
| Sharp | 1.207% | 0.22% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 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 - Growth Plan | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 45.54 | 27.03 |
| Large Cap | 52.58 | 47.48 |
| Small Cap | 6.1 | 14.34 |
| Mid Cap | 6.45 | 11.15 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 43.92 | 25.56 |
| Communication Services | 2.71 | 2.51 |
| Energy | 7.4 | 5.03 |
| Technology | 5.37 | 7.92 |
| Industrials | 8.87 | 11.21 |
| Basic Materials | 2 | 7.5 |
| Financial Services | 22.36 | 21.93 |
| Consumer Cyclical | 5.5 | 6.88 |
| Consumer Defensive | 2.65 | 3.37 |
| Real Estate | 1.44 | - |
| Healthcare | 4.17 | 5.26 |
| Utilities | 4.3 | 2.83 |
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