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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 | ₹742 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 | -0.19% | -0.86% |
| 6 Month | 2.06% | -2.27% |
| 1 Year | 8.49% | 3.4% |
| 3 Year | 17.85% | 9.26% |
| 5 Year | 18.58% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.55% | -0.3% |
| 1 Year | 8.44% | 2.15% |
| 3 Year | 12.78% | 6.88% |
| 5 Year | 16.13% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.26% | 10.12% |
| 3 Year | 16.35% | 9.89% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.4% | 7.41% |
| Sharp | 1.31% | 0.48% |
| Beta | 1.13% | 1.08% |
| Alpha | 5.43% | -2.02% |
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 | 33.92 | 27.05 |
| Large Cap | 53.76 | 49.12 |
| Small Cap | 5.26 | 13.42 |
| Mid Cap | 7.06 | 10.41 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 29.67 | 25.9 |
| Communication Services | 3.62 | 2.61 |
| Energy | 7.59 | 3.93 |
| Technology | 6.11 | 9.51 |
| Industrials | 7.82 | 7.31 |
| Financial Services | 23.67 | 27.41 |
| Basic Materials | 2.16 | 7.99 |
| Consumer Cyclical | 6.89 | 3.04 |
| Consumer Defensive | 2.53 | 4.6 |
| Healthcare | 4.18 | 3.67 |
| Real Estate | 1.83 | 0.84 |
| Utilities | 3.93 | 3.17 |
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