- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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 | High | Very High |
| Asset Size (Cr) | ₹7239 Cr | ₹791 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 23 May 2000 | 12 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 | 1.8 | 2.28 |
| Manager | Lovelish Solanki | Yogesh Patil |
| ISIN Code | INF084M01AB8 | INF767K01QV6 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.45% | -2.77% |
| 6 Month | -4.69% | -3.5% |
| 1 Year | 6.68% | 5.81% |
| 3 Year | 11.78% | 9.88% |
| 5 Year | 12.54% | - |
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 | -3.75% | -3.83% |
| 1 Year | -3.2% | -2.72% |
| 3 Year | 10.15% | 8.06% |
| 5 Year | 11.06% | - |
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 | 11.51% | 12.72% |
| 3 Year | 11.47% | 9.89% |
| 5 Year | 11.12% | - |
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% | 6.758% |
| Sharp | 0.57% | 0.447% |
| Beta | 0.92% | - |
| Alpha | 1.49% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 35.45401 | 27.02822 |
| Large Cap | 46.20843 | 47.48249 |
| Mid Cap | 14.0684 | 11.14965 |
| Small Cap | 4.26915 | 14.33965 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 30.04715 | 25.56045 |
| Communication Services | 1.90303 | 2.5054 |
| Energy | 6.22007 | 5.03218 |
| Industrials | 9.1173 | 11.20517 |
| Technology | 6.36041 | 7.92377 |
| Basic Materials | 6.73274 | 7.50225 |
| Consumer Defensive | 4.34194 | 3.36813 |
| Financial Services | 19.46456 | 21.93227 |
| Consumer Cyclical | 6.79004 | 6.87905 |
| Healthcare | 4.44324 | 5.26125 |
| Real Estate | 2.03139 | - |
| Utilities | 2.54812 | 2.83009 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.15%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.94%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns16.9%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.54%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.11%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.12%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Invesco India Largecap Fund - Growth
3Y Returns14.78%
