LIC MF Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart 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 | -2.08% | -1.16% |
| 6 Month | -2.38% | 0.95% |
| 1 Year | 9.93% | 11.01% |
| 3 Year | 10.08% | 9.29% |
| 5 Year | 14.06% | - |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.96% | 7.57% |
| 3 Year | 12.75% | 11.12% |
| 5 Year | 13.31% | - |
| 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% | - |
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| Scheme 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 |
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