LIC MF Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High
Asset Size (Cr)	₹12238 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	-2.04%	-2.36%
6 Month	-6.2%	-2.69%
1 Year	4.34%	7.01%
3 Year	9.88%	8.65%
5 Year	13.2%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	-4.15%	0.7%
3 Year	10.28%	8.93%
5 Year	11.78%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	9.77%	12.72%
3 Year	11.52%	9.89%
5 Year	11.23%	-

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	8.045%	6.758%
Sharp	0.5%	0.447%
Beta	-	-
Alpha	-	-

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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