LIC MF Balanced Advantage Fund Regular vs Axis Balanced Advantage Fund compare

LIC MF Balanced Advantage Fund Regular - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Overview

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)	₹791 Cr	₹2547 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹500	₹100
Launch Date	12 Nov 2021	01 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	2.28	2.01
Manager	Yogesh Patil	Hardik Shah
ISIN Code	INF767K01QV6	INF846K01A52
Exits Load	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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	2.12%	1.2%
6 Month	5.34%	5.36%
1 Year	12.32%	18.86%
3 Year	10.43%	12.26%
5 Year	-	12.28%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.53%	14.35%
3 Year	12.42%	17.2%
5 Year	-	14.68%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	12.59%	7.63%
3 Year	-	9.65%
5 Year	-	8.02%

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	2.87	18.35
Large Cap	57.38	53.62
Mid Cap	6.09	8.15
Small Cap	10.68	6.52

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	2.87	18.35
Petroleum Products	4.32	4.54
IT - Software	11.58	6.38
Construction	1.21	2.97
Finance	2.98	4.42
Diversified FMCG	3.52	0.66
Non - Ferrous Metals	0.77	0.77
Banks	23.39	14.48
Pharmaceuticals & Biotechnology	3.12	4.91
Industrial Products	5.23	0.71
Cement & Cement Products	1.36	1.08
Chemicals & Petrochemicals	1.8	1.32
Automobiles	5.49	5.31
Media	0.87	-
Personal Products	0.51	0.77
Telecom - Services	0.53	2.46
Agricultural Food & other Products	0.94	0.64
Food Products	0.19	0.04
Power	2.53	2.35
Electrical Equipment	0.29	0.79
Aerospace & Defense	1.24	0.99
Auto Components	0.62	0.45
Minerals & Mining	0.5	-
Beverages	0.36	0.53
Industrial Manufacturing	0.71	1.45
Insurance	0.09	2.9
Capital Markets	-	0.02
Healthcare Services	-	1.63
Ferrous Metals	-	0.19
Gas	-	0.14
IT - Services	-	0.08
Diversified Metals	-	0.46
Oil	-	0.54
Consumer Durables	-	0.22
Household Products	-	0.73
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Transport Services	-	0.03
Retailing	-	0.65
Leisure Services	-	0.56
Realty	-	0.45