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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) | ₹828 Cr | ₹1567 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹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 | -2.13% | 0.35% |
| 6 Month | 6.16% | 6.95% |
| 1 Year | 3.79% | 3.68% |
| 3 Year | 9.72% | 11.82% |
| 5 Year | - | 10.15% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.44% | 2.63% |
| 1 Year | 3.21% | 5.19% |
| 3 Year | 9.09% | 11.08% |
| 5 Year | - | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.28% | 8.43% |
| 3 Year | 10.43% | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.58% | 6.62% |
| Sharp | 0.52% | 0.82% |
| Beta | - | - |
| Alpha | - | - |
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 | 25.71 | 35.79 |
| Large Cap | 46.53 | 46.49 |
| Small Cap | 15.73 | 10.31 |
| Mid Cap | 12.02 | 7.4 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 24.18 | 33.54 |
| Energy | 4.27 | 1.77 |
| Technology | 10.94 | 6.52 |
| Consumer Defensive | 2.69 | 6.89 |
| Industrials | 10.32 | 5.02 |
| Financial Services | 25.24 | 25.75 |
| Healthcare | 5.71 | 7.88 |
| Utilities | 2.11 | 3.7 |
| Basic Materials | 6.8 | 1.04 |
| Consumer Cyclical | 4.21 | 5.96 |
| Communication Services | 2.58 | - |
| Real Estate | 0.95 | 1.94 |
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