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LIC MF Balanced Advantage Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
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) | ₹400 Cr | ₹756 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.49% | -0.35% |
| 6 Month | 2.61% | -1.25% |
| 1 Year | 2.12% | 1.62% |
| 3 Year | 11.15% | 9.17% |
| 5 Year | 10.51% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.76% | - |
| 1 Year | 9.03% | 4.98% |
| 3 Year | 9.89% | 8.08% |
| 5 Year | 9.67% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.95% | 10.92% |
| 3 Year | 10.54% | 10.18% |
| 5 Year | 11.01% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.19% | 7.41% |
| Sharp | 0.59% | 0.46% |
| Beta | 0.96% | 1.07% |
| Alpha | -0.20% | -1.8% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 38.96 | 30.75 |
| Large Cap | 40.33 | 47.1 |
| Small Cap | 6.66 | 13.23 |
| Mid Cap | 14.05 | 8.92 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 35.01 | 28.51 |
| Energy | 6.17 | 3.73 |
| Technology | 6.57 | 9.69 |
| Consumer Cyclical | 8.54 | 2.91 |
| Industrials | 3.79 | 7.48 |
| Financial Services | 24.04 | 25.11 |
| Healthcare | 2.25 | 3.73 |
| Consumer Defensive | 0.51 | 3.97 |
| Utilities | 2.46 | 3.15 |
| Basic Materials | 3.23 | 7.58 |
| Communication Services | 4.24 | 2.92 |
| Real Estate | 3.18 | 1.22 |
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