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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.78% | 0.85% |
| 6 Month | 2.13% | 4.01% |
| 1 Year | 6.82% | 9.29% |
| 3 Year | 12.9% | 13.01% |
| 5 Year | 11.37% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.45% | 4.7% |
| 1 Year | 6.29% | 9.82% |
| 3 Year | 12.19% | 12.02% |
| 5 Year | 10.98% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| 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 | - | - |
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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 | 35.82 | 27.03 |
| Large Cap | 54.6 | 47.48 |
| Mid Cap | 4.68 | 11.15 |
| Small Cap | 4.9 | 14.34 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 34.87 | 25.56 |
| Communication Services | 3.81 | 2.51 |
| Energy | 5.19 | 5.03 |
| Industrials | 4.19 | 11.21 |
| Technology | 8.86 | 7.92 |
| Basic Materials | 4.99 | 7.5 |
| Financial Services | 23.69 | 21.93 |
| Healthcare | 3.62 | 5.26 |
| Consumer Cyclical | 5.96 | 6.88 |
| Consumer Defensive | 2.65 | 3.37 |
| Real Estate | 0.32 | - |
| Utilities | 1.85 | 2.83 |
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