LIC MF Balanced Advantage Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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