LIC MF Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹882 Cr | ₹2323 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 05 Nov 2021 | 07 Aug 2017 |
| 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 | % | 24% |
| Expense Ratio | 2.21 | 2.03 |
| Manager | Yogesh Patil | Hardik Shah |
| ISIN Code | INF767K01QV6 | INF846K01A52 |
| Exits Load | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.96% | 1.45% |
| 6 Month | 11.25% | 14.11% |
| 1 Year | 18.25% | 30.3% |
| 3 Year | - | 13.03% |
| 5 Year | - | 13.14% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.1% | 12.57% |
| 3 Year | 16.77% | 26.75% |
| 5 Year | 16.77% | 41.86% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.06% | 12.56% |
| 3 Year | 19.72% | 32.12% |
| 5 Year | 19.72% | 45.81% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.41% | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Yogesh Patil | Hardik Shah |
| Total AUM | ₹5898 Cr | ₹0 Cr |
| Fund Manage | 7 | 12 |
| LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.71 | 35.88 |
| Large Cap | 64.35 | 51.36 |
| Mid Cap | 4.48 | 7.43 |
| Small Cap | 3.41 | 5.34 |
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.34 | 9.94 |
| Diversified | 0.27 | - |
| Technology | 5.42 | 4.95 |
| Consumer Staples | 5.98 | 3.53 |
| Metals & Mining | 0.78 | 1.01 |
| Financial | 24.78 | 28.95 |
| Automobile | 1.79 | 6.85 |
| Capital Goods | 1.56 | 4.12 |
| Energy | 7.29 | 7.6 |
| Sovereign | 10.11 | 11.61 |
| Materials | 2.48 | 1.96 |
| Construction | 0.03 | 3.68 |
| Healthcare | 2.31 | 5.51 |
| Services | 2.22 | 1.28 |
| Insurance | 0.59 | 2.43 |
| Chemicals | - | 2.54 |
| Communication | - | 4.05 |
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