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

Link copied to clipboard!

ITI Balanced Advantage Fund Regular - Growth

Invest Now

LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹395 Cr	₹831 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹500
Launch Date	30 Dec 2019	12 Nov 2021
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	%	%
Expense Ratio	2.37	2.28
Manager	Vikrant Mehta	Yogesh Patil
ISIN Code	INF00XX01655	INF767K01QV6
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	1.81%	1.54%
6 Month	2.2%	4.14%
1 Year	4.79%	7.82%
3 Year	13.05%	13.16%
5 Year	11.32%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	5.6%	6.94%
1 Year	8.44%	13.07%
3 Year	12.3%	12.42%
5 Year	10.97%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	11.89%	11.73%
3 Year	10.04%	9.71%
5 Year	8.23%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	7.31%	8.05%
Sharp	0.68%	0.64%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Name	Vikrant Mehta	Yogesh Patil
Total AUM	₹698 Cr	₹5898 Cr
Funds Managed	8	7
	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	35.61	25.45
Large Cap	53.84	44.32
Small Cap	4.95	17.53
Mid Cap	5.6	12.69

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	33.7	24.92
Energy	5.17	5.05
Industrials	2.95	10.68
Technology	13.19	9.18
Consumer Cyclical	9.97	4.1
Financial Services	21.72	24.96
Basic Materials	4.06	7.01
Healthcare	0.87	5.63
Consumer Defensive	3.39	3.13
Real Estate	0	0.37
Communication Services	3.21	2.6
Utilities	1.76	2.37