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
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 | 1.87% | 2.29% |
6 Month | 2.23% | 1.93% |
1 Year | 10.57% | 13.89% |
3 Year | 10.43% | 14.07% |
5 Year | - | 14.31% |
SIP Return Analysis
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.2% | 2.28% |
1 Year | 4.71% | 4.99% |
3 Year | 10.72% | 15.41% |
5 Year | - | 13.48% |
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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