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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 | -0.35% | -0.04% |
| 6 Month | -1.25% | 2.02% |
| 1 Year | 1.62% | 0.67% |
| 3 Year | 9.17% | 11.42% |
| 5 Year | - | 9.29% |
SIP Return Analysis
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | 0.75% |
| 1 Year | 4.98% | 7.14% |
| 3 Year | 8.08% | 9.58% |
| 5 Year | - | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.92% | 8.21% |
| 3 Year | 10.18% | 9.47% |
| 5 Year | - | 9.95% |
Risk Management
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.55% | 6.62% |
| Sharp | 0.34% | 0.70% |
| Beta | 1.04% | 0.85% |
| Alpha | -2.20% | 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 | 30.75 | 36.06 |
| Large Cap | 47.1 | 45.68 |
| Small Cap | 13.23 | 10.02 |
| Mid Cap | 8.92 | 8.24 |
Sector Allocation
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 28.51 | 31.53 |
| Energy | 3.73 | 2.34 |
| Utilities | 3.15 | 3.28 |
| Technology | 9.69 | 5.92 |
| Consumer Defensive | 3.97 | 7.74 |
| Industrials | 7.48 | 7.35 |
| Financial Services | 25.11 | 23.94 |
| Healthcare | 3.73 | 7.61 |
| Basic Materials | 7.58 | 1.08 |
| Consumer Cyclical | 2.91 | 7.44 |
| Communication Services | 2.92 | - |
| Real Estate | 1.22 | 1.76 |
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