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LIC MF Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹756 Cr | ₹1591 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 Nov 2021 | 07 Feb 2011 |
| 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 | % | 49% |
| Expense Ratio | 2.28 | 2.11 |
| Manager | Yogesh Patil | Mahesh A Chhabria |
| ISIN Code | INF767K01QV6 | INF917K01KY4 |
| Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.74% | -0.24% |
| 6 Month | -1.86% | 1.53% |
| 1 Year | 2.85% | 2.8% |
| 3 Year | 9.52% | 11.96% |
| 5 Year | - | 9.15% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.86% | 0.24% |
| 1 Year | 2.26% | 5.68% |
| 3 Year | 7.68% | 9.35% |
| 5 Year | - | 9.68% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.92% | 8.18% |
| 3 Year | 10.18% | 9.48% |
| 5 Year | - | 9.93% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.41% | 6.62% |
| Sharp | 0.46% | 0.70% |
| Beta | 1.07% | 0.85% |
| Alpha | -1.8% | 0.77% |
Fund Managers
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Mahesh A Chhabria |
| Total AUM | ₹5898 Cr | ₹15021 Cr |
| Funds Managed | 7 | 9 |
| LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 26.43 | 35.88 |
| Large Cap | 50.1 | 46.2 |
| Small Cap | 13.47 | 9.95 |
| Mid Cap | 10 | 7.97 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 25.05 | 31.43 |
| Energy | 3.85 | 2.15 |
| Utilities | 3.35 | 3.16 |
| Financial Services | 27.26 | 26.84 |
| Technology | 10.27 | 5.6 |
| Consumer Defensive | 4.36 | 7.21 |
| Industrials | 7.47 | 7.23 |
| Healthcare | 4.02 | 7.21 |
| Basic Materials | 7.92 | 1.03 |
| Consumer Cyclical | 2.77 | 6.47 |
| Communication Services | 2.9 | - |
| Real Estate | 0.79 | 1.68 |
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