- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹101080 Cr | ₹806 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 | 1.94% | 2% |
| 6 Month | 10.5% | 9.31% |
| 1 Year | 2.38% | 3.57% |
| 3 Year | 18.84% | 10.38% |
| 5 Year | 23.69% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.01% | 0.89% |
| 1 Year | 8.02% | 6.24% |
| 3 Year | 15.55% | 9.54% |
| 5 Year | 18.21% | - |
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 | 9.18% | 7.77% |
| Sharp | 1.14% | 0.33% |
| 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 | 36.15 | 26.3 |
| Large Cap | 51.59 | 47.45 |
| Small Cap | 5.61 | 14.45 |
| Mid Cap | 6.65 | 11.79 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.41 | 24.95 |
| Communication Services | 3.5 | 3.8 |
| Energy | 6.87 | 4.27 |
| Technology | 5.84 | 11.26 |
| Industrials | 8.02 | 9.64 |
| Consumer Defensive | 2.75 | 2.73 |
| Financial Services | 21.4 | 24.39 |
| Basic Materials | 1.91 | 6.95 |
| Consumer Cyclical | 6.68 | 3.82 |
| Real Estate | 1.48 | 0.92 |
| Healthcare | 4.03 | 4.85 |
| Utilities | 4.1 | 2.42 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.2%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.2%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.49%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.38%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
