LIC MF Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowLIC MF Balanced Advantage Fund Regular - Growth
Invest NowChart Comparison
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Fund | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12306 Cr | ₹791 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 20 Aug 2009 | 12 Nov 2021 |
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 | 81% | % |
Expense Ratio | 1.69 | 2.28 |
Manager | Rahul Dedhia | Yogesh Patil |
ISIN Code | INF754K01285 | INF767K01QV6 |
Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | 1.07% | 2.12% |
6 Month | 1.59% | 5.34% |
1 Year | 14.01% | 12.32% |
3 Year | 11.43% | 10.43% |
5 Year | 14.81% | - |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.7% | 11.53% |
3 Year | 14.3% | 12.42% |
5 Year | 14.39% | - |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 9.63% | 12.59% |
3 Year | 11.61% | - |
5 Year | 11.18% | - |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.27% | 7.41% |
Sharp | 0.8% | - |
Beta | 0.25% | - |
Alpha | 3.73% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Name | Rahul Dedhia | Yogesh Patil |
Total AUM | ₹31988 Cr | ₹5898 Cr |
Fund Manage | 10 | 7 |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 21.37 | 2.87 |
Large Cap | 56.06 | 57.38 |
Small Cap | 3.01 | 10.68 |
Mid Cap | 9.03 | 6.09 |
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 17.38 | 2.87 |
Energy | 9.3 | - |
Automobile | 6.09 | - |
Textiles | 0.32 | - |
Healthcare | 3.69 | - |
Financial | 24.14 | - |
Technology | 4.66 | - |
Construction | 3.56 | 1.21 |
Metals & Mining | 2.56 | - |
Capital Goods | 2.16 | - |
Materials | 2.32 | - |
Services | 2.94 | - |
Sovereign | 2.27 | - |
Consumer Staples | 3.96 | - |
Insurance | 0.35 | 0.09 |
Chemicals | 0.82 | - |
Communication | 2.95 | - |
Petroleum Products | - | 4.32 |
IT - Software | - | 11.58 |
Finance | - | 2.98 |
Diversified FMCG | - | 3.52 |
Non - Ferrous Metals | - | 0.77 |
Banks | - | 23.39 |
Pharmaceuticals & Biotechnology | - | 3.12 |
Industrial Products | - | 5.23 |
Cement & Cement Products | - | 1.36 |
Chemicals & Petrochemicals | - | 1.8 |
Automobiles | - | 5.49 |
Media | - | 0.87 |
Personal Products | - | 0.51 |
Telecom - Services | - | 0.53 |
Agricultural Food & other Products | - | 0.94 |
Food Products | - | 0.19 |
Power | - | 2.53 |
Electrical Equipment | - | 0.29 |
Aerospace & Defense | - | 1.24 |
Auto Components | - | 0.62 |
Minerals & Mining | - | 0.5 |
Beverages | - | 0.36 |
Industrial Manufacturing | - | 0.71 |
Top Comparisons
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.7%
Axis Bluechip Fund - Regular Plan - Growth
3Y Returns9.4%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.6%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.08%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns12.45%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns11.08%
ITI Small Cap Fund Regular - Growth
3Y Returns25.01%
HSBC Small Cap Fund - Regular Growth
3Y Returns25.89%