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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
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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 4.02% | 4.85% |
| 6 Month | -7.33% | -3.05% |
| 1 Year | 4.65% | 7.83% |
| 3 Year | 10.16% | 9.01% |
| 5 Year | 16.99% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.38% | -0.07% |
| 1 Year | -2.81% | 2.82% |
| 3 Year | 11.32% | 10.16% |
| 5 Year | 12.01% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.045% | 7.461% |
| Sharp | 0.5% | 0.22% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 10 | 7 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 27.12 | 27.03 |
| Large Cap | 52.16 | 47.48 |
| Small Cap | 6.9 | 14.34 |
| Mid Cap | 13.82 | 11.15 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 27.05 | 25.56 |
| Energy | 4.13 | 5.03 |
| Utilities | 4.53 | 2.83 |
| Technology | 10.12 | 7.92 |
| Consumer Cyclical | 9.99 | 6.88 |
| Industrials | 3.8 | 11.21 |
| Financial Services | 21.21 | 21.93 |
| Consumer Defensive | 5.86 | 3.37 |
| Basic Materials | 2.38 | 7.5 |
| Healthcare | 7.32 | 5.26 |
| Communication Services | 2.28 | 2.51 |
| Real Estate | 1.34 | - |
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