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

LIC MF Balanced Advantage Fund Regular - Growth

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

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
Asset Size (Cr)	₹882 Cr	₹3969 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹500	₹1000
Launch Date	05 Nov 2021	04 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	2.21	1.88
Manager	Yogesh Patil	Miten Vora
ISIN Code	INF767K01QV6	INF955L01HC4
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 1 year./365

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.96%	1.5%
6 Month	11.25%	12.26%
1 Year	18.25%	27.11%
3 Year	-	14.58%
5 Year	-	17.45%

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	7.1%	10.7%
3 Year	16.77%	10.7%
5 Year	16.77%	10.7%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	10.06%	16.71%
3 Year	19.72%	39.46%
5 Year	19.72%	54.94%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.41%	8.78%
Sharp	-	0.89%
Beta	-	1.12%
Alpha	-	2.8%

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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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	27.71	11.57
Large Cap	64.35	48.87
Mid Cap	4.48	12.12
Small Cap	3.41	6.47

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	34.34	8.39
Diversified	0.27	-
Technology	5.42	-
Consumer Staples	5.98	-
Metals & Mining	0.78	-
Financial	24.78	-
Automobile	1.79	-
Capital Goods	1.56	-
Energy	7.29	-
Sovereign	10.11	-
Materials	2.48	-
Construction	0.03	5.05
Healthcare	2.31	-
Services	2.22	-
Insurance	0.59	-
Petroleum Products	-	5.61
IT - Software	-	4.09
Industrial Manufacturing	-	1.21
Banks	-	18.22
Pharmaceuticals & Biotechnology	-	3.69
Non - Ferrous Metals	-	0.03
Electrical Equipment	-	1.87
Realty	-	1.28
Transport Services	-	1.18
Capital Markets	-	1.56
Finance	-	1.92
Telecom - Services	-	3.28
Automobiles	-	2
Consumer Durables	-	2.27
Retailing	-	2.82
Power	-	4.49
Ferrous Metals	-	1.83
Food Products	-	0.9
Aerospace & Defense	-	2.12
Oil	-	0.91
Industrial Products	-	1.92
Auto Components	-	0.34
Financial Technology (Fintech)	-	0.53
Leisure Services	-	0.15
Healthcare Services	-	0.69
Beverages	-	0.68