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

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

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LIC MF Balanced Advantage Fund Regular - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

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)	₹806 Cr	₹1554 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	1.74%	0.94%
6 Month	9.41%	9.22%
1 Year	3.29%	2.11%
3 Year	10.29%	11.92%
5 Year	-	10.01%

SIP Return Analysis

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.89%	2.06%
1 Year	6.24%	6.93%
3 Year	9.54%	11.09%
5 Year	-	10.35%

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	7.77%	6.70%
Sharp	0.33%	0.67%
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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