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 |
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 | 4.85% | 4.97% |
6 Month | -3.05% | -6.54% |
1 Year | 7.83% | 4.87% |
3 Year | 9.01% | 11.09% |
5 Year | - | 18.39% |
SIP Return Analysis
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | -0.07% | -2% |
1 Year | 2.82% | -1.99% |
3 Year | 10.16% | 12.59% |
5 Year | - | 12.93% |
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 | 7.461% | 10.009% |
Sharp | 0.22% | 0.418% |
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 |
Funds Managed | 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 | 27.03 | 31.15 |
Large Cap | 47.48 | 42.99 |
Small Cap | 14.34 | 11.21 |
Mid Cap | 11.15 | 14.66 |
Sector Allocation
Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 25.56 | 26.01 |
Energy | 5.03 | 7.58 |
Technology | 7.92 | 7.73 |
Consumer Defensive | 3.37 | 2.53 |
Industrials | 11.21 | 12.94 |
Financial Services | 21.93 | 22.52 |
Utilities | 2.83 | 3.08 |
Basic Materials | 7.5 | 0.99 |
Healthcare | 5.26 | 6.54 |
Consumer Cyclical | 6.88 | 6.34 |
Communication Services | 2.51 | 3.73 |
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