Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Balanced Advantage Fund Regular vs HDFC Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

Invest Now

tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 3.55% 4.19%
6 Month 4.28% 5.66%
1 Year 8.7% 12.5%
3 Year 22.7% 12.84%
5 Year 27.79% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan LIC MF Balanced Advantage Fund Regular - Growth
6 Month 5.28% 5.67%
1 Year 7.56% 11.47%
3 Year 19.53% 12.51%
5 Year 21.19% -

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.34%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns22.53%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns22.62%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.45%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns21.79%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns16.11%

VS

PGIM India Hybrid Equity Fund - Growth Option PGIM India Hybrid Equity Fund - Growth Option

3Y Returns15.67%

Compare Now
Add to Cart Successfully