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LIC MF Balanced Advantage Fund Regular vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High Risk
Asset Size (Cr) ₹791 Cr ₹4078 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 12 Nov 2021 13 Nov 2018
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 % 173%
Expense Ratio 2.28 1.89
Manager Yogesh Patil Miten Vora
ISIN Code INF767K01QV6 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -2.36% -2.9%
6 Month -2.69% -5.83%
1 Year 7.01% 5.14%
3 Year 8.65% 11.35%
5 Year - 13.9%

SIP Return Analysis

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 0.7% -4.04%
3 Year 8.93% 11.29%
5 Year - 12.58%

Rolling Lumpsum Returns

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 12.72% 15.87%
3 Year 9.89% 14.5%
5 Year - 15.77%

Risk Management

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 6.758% 9.305%
Sharp 0.447% 0.603%
Beta - -
Alpha - -

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Fund Managers

Scheme Name LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Yogesh Patil Miten Vora
Total AUM ₹5898 Cr ₹6478 Cr
Fund Manage 7 6
LIC MF Balanced Advantage Fund Regular - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 2.87 35.61
Large Cap 57.38 44.53
Mid Cap 6.09 12.78
Small Cap 10.68 16.17

Sector Allocation

Scheme Name

LIC MF Balanced Advantage Fund Regular - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 2.87 35.61
Petroleum Products 4.32 6.14
IT - Software 11.58 5.94
Construction 1.21 5.79
Finance 2.98 2.11
Diversified FMCG 3.52 0.17
Non - Ferrous Metals 0.77 0.35
Banks 23.39 13.81
Pharmaceuticals & Biotechnology 3.12 4.13
Industrial Products 5.23 1.67
Cement & Cement Products 1.36 -
Chemicals & Petrochemicals 1.8 0.52
Automobiles 5.49 0.91
Media 0.87 -
Personal Products 0.51 0.55
Telecom - Services 0.53 1.96
Agricultural Food & other Products 0.94 -
Food Products 0.19 0.27
Power 2.53 5.63
Electrical Equipment 0.29 3.08
Aerospace & Defense 1.24 2.03
Auto Components 0.62 1.8
Minerals & Mining 0.5 -
Beverages 0.36 0.87
Industrial Manufacturing 0.71 2.25
Insurance 0.09 -
Realty - 1.37
Miscellaneous - 0.86
IT - Services - 0.49
Consumer Durables - 1.35
Retailing - 4.12
Oil - 0.57
Household Products - 0.54
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03
Transport Services - 0.54
Leisure Services - 0.24
Healthcare Services - 0.75

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