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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) | ₹107971 Cr | ₹756 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -0.3% | -0.35% |
| 6 Month | 3.05% | -1.25% |
| 1 Year | 4.55% | 1.62% |
| 3 Year | 17.3% | 9.17% |
| 5 Year | 19.88% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.98% | - |
| 1 Year | 11.25% | 4.98% |
| 3 Year | 14.21% | 8.08% |
| 5 Year | 16.96% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.4% | 10.92% |
| 3 Year | 16.3% | 10.18% |
| 5 Year | 15.1% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.69% | 7.55% |
| Sharp | 1.18% | 0.34% |
| Beta | 1.16% | 1.04% |
| Alpha | 4.92% | -2.20% |
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 | 34.59 | 30.75 |
| Large Cap | 53.19 | 47.1 |
| Small Cap | 5.44 | 13.23 |
| Mid Cap | 6.79 | 8.92 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 30.57 | 28.51 |
| Communication Services | 3.6 | 2.92 |
| Energy | 7.59 | 3.73 |
| Technology | 5.54 | 9.69 |
| Industrials | 8.06 | 7.48 |
| Consumer Defensive | 2.63 | 3.97 |
| Financial Services | 23.26 | 25.11 |
| Basic Materials | 2.28 | 7.58 |
| Consumer Cyclical | 6.45 | 2.91 |
| Healthcare | 4.03 | 3.73 |
| Real Estate | 1.86 | 1.22 |
| Utilities | 4.14 | 3.15 |
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