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

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

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 ₹2652 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
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

Trailing Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 4.85% 3.31%
6 Month -3.05% -4.36%
1 Year 7.83% 9.8%
3 Year 9.01% 12.15%
5 Year - 14.58%

SIP Return Analysis

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month -0.07% -0.37%
1 Year 2.82% 2.96%
3 Year 10.16% 14.76%
5 Year - 13.17%

Rolling Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.72% 8.22%
3 Year 9.89% 9.95%
5 Year - 8.8%

Risk Management

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.461% 8.096%
Sharp 0.22% 0.607%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 7 12
LIC MF Balanced Advantage Fund Regular - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 27.03 34.05
Large Cap 47.48 56.4
Small Cap 14.34 4.04
Mid Cap 11.15 5.5

Sector Allocation

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 25.56 32.81
Energy 5.03 7.7
Technology 7.92 6.58
Consumer Defensive 3.37 2.51
Industrials 11.21 5.28
Financial Services 21.93 21.88
Utilities 2.83 1.99
Basic Materials 7.5 3.97
Healthcare 5.26 5.99
Consumer Cyclical 6.88 7.77
Communication Services 2.51 3.08
Real Estate - 0.43

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