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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) | ₹394 Cr | ₹804 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 | 2.09% | 1.17% |
| 6 Month | 5.33% | 3.38% |
| 1 Year | 5.02% | 5.22% |
| 3 Year | 11.5% | 9.87% |
| 5 Year | 11.28% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.62% | 1.09% |
| 1 Year | 9.23% | 7.33% |
| 3 Year | 10.46% | 9.33% |
| 5 Year | 9.98% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.73% | 10.92% |
| 3 Year | 10.37% | 10.18% |
| 5 Year | 10.91% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.24% | 7.57% |
| Sharp | 0.66% | 0.43% |
| Beta | 0.96% | 1.04% |
| Alpha | -0.12% | -2.02% |
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 | 43.84 | 25.61 |
| Large Cap | 42.99 | 48.97 |
| Small Cap | 6.96 | 14.34 |
| Mid Cap | 6.22 | 11.07 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 39.93 | 24.34 |
| Energy | 4.59 | 4.12 |
| Technology | 7.86 | 10.05 |
| Consumer Cyclical | 9.97 | 4.01 |
| Industrials | 3.72 | 9.23 |
| Financial Services | 20.69 | 25.4 |
| Healthcare | 2.96 | 4.62 |
| Consumer Defensive | 0.5 | 3.21 |
| Utilities | 2.91 | 2.74 |
| Basic Materials | 2.98 | 7.33 |
| Communication Services | 3.91 | 3.77 |
| Real Estate | - | 1.19 |
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