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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) | ₹791 Cr | ₹1504 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 | 1.49% | 1.82% |
| 6 Month | 1.42% | -0.53% |
| 1 Year | 9.48% | 6.83% |
| 3 Year | 10.41% | 11.02% |
| 5 Year | - | 11.47% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.2% | 0.95% |
| 1 Year | 4.71% | 1.73% |
| 3 Year | 10.72% | 11.6% |
| 5 Year | - | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.72% | 8.61% |
| 3 Year | 9.89% | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.461% | 6.954% |
| Sharp | 0.22% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 | 27.03 | 34.98 |
| Large Cap | 47.48 | 35.51 |
| Small Cap | 14.34 | 17.5 |
| Mid Cap | 11.15 | 12.01 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 25.56 | 34.7 |
| Energy | 5.03 | 2.98 |
| Technology | 7.92 | 8.81 |
| Consumer Defensive | 3.37 | 2.37 |
| Industrials | 11.21 | 7.87 |
| Financial Services | 21.93 | 21.09 |
| Utilities | 2.83 | 3.73 |
| Basic Materials | 7.5 | 1.87 |
| Healthcare | 5.26 | 6.65 |
| Consumer Cyclical | 6.88 | 7.2 |
| Communication Services | 2.51 | - |
| Real Estate | - | 2.71 |
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