LIC MF Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹882 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 25 Apr 2000 | 05 Nov 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open-ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 240% | % |
Expense Ratio | 1.79 | 2.21 |
Manager | Lovelish Solanki | Yogesh Patil |
ISIN Code | INF084M01AB8 | INF767K01QV6 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | 2.83% | 0.96% |
6 Month | 12.11% | 11.25% |
1 Year | 22.16% | 18.25% |
3 Year | 11.79% | - |
5 Year | 14.31% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.37% | 7.1% |
3 Year | 23.8% | 16.77% |
5 Year | 42.23% | 16.77% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 13.79% | 10.06% |
3 Year | 32.93% | 19.72% |
5 Year | 45.24% | 19.72% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 6.2% | 7.41% |
Sharp | 0.86% | - |
Beta | 0.83% | - |
Alpha | 1.84% | - |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Name | Lovelish Solanki | Yogesh Patil |
Total AUM | ₹14756 Cr | ₹5898 Cr |
Fund Manage | 2 | 7 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 23.54 | 27.71 |
Large Cap | 47.16 | 64.35 |
Mid Cap | 7.19 | 4.48 |
Small Cap | 3.17 | 3.41 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 18.04 | 34.34 |
Financial | 19.29 | 24.78 |
Energy | 6.43 | 7.29 |
Sovereign | 6.39 | 10.11 |
Technology | 4.01 | 5.42 |
Construction | 2.06 | 0.03 |
Consumer Staples | 5.1 | 5.98 |
Automobile | 4.27 | 1.79 |
Communication | 4.11 | - |
Healthcare | 2.88 | 2.31 |
Metals & Mining | 1.68 | 0.78 |
Materials | 2.42 | 2.48 |
Consumer Discretionary | 1.45 | - |
Capital Goods | 1.95 | 1.56 |
Diversified | 0.45 | 0.27 |
Services | 0.28 | 2.22 |
Chemicals | 0.25 | - |
Insurance | - | 0.59 |
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