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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) | ₹103041 Cr | ₹804 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 | 3.25% | 2.87% |
| 6 Month | 6.05% | 3.88% |
| 1 Year | 6.09% | 5.36% |
| 3 Year | 18.9% | 10.25% |
| 5 Year | 24.48% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.27% | 0.84% |
| 1 Year | 10.83% | 7.18% |
| 3 Year | 15.54% | 9.76% |
| 5 Year | 18.15% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.32% | 10.92% |
| 3 Year | 16.26% | 10.18% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.93% | 7.60% |
| Sharp | 1.31% | 0.44% |
| 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 | 34.5 | 25.61 |
| Large Cap | 52.86 | 48.97 |
| Small Cap | 5.81 | 14.34 |
| Mid Cap | 6.83 | 11.07 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 31.65 | 24.34 |
| Communication Services | 3.42 | 3.77 |
| Energy | 7.23 | 4.12 |
| Technology | 5.36 | 10.05 |
| Industrials | 7.96 | 9.23 |
| Consumer Defensive | 2.64 | 3.21 |
| Financial Services | 22.86 | 25.4 |
| Basic Materials | 2.31 | 7.33 |
| Consumer Cyclical | 6.76 | 4.01 |
| Healthcare | 4.04 | 4.62 |
| Real Estate | 1.55 | 1.19 |
| Utilities | 4.21 | 2.74 |
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