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
Chart Comparison
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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