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) | ₹11715 Cr | ₹882 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 20 Aug 2009 | 05 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 | 1.7 | 2.21 |
Manager | Rahul Dedhia | Yogesh Patil |
ISIN Code | INF754K01285 | INF767K01QV6 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | 1.64% | 0.96% |
6 Month | 12.89% | 11.25% |
1 Year | 27.65% | 18.25% |
3 Year | 13.4% | - |
5 Year | 16.98% | - |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 11.59% | 7.1% |
3 Year | 26.05% | 16.77% |
5 Year | 48.37% | 16.77% |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 15.85% | 10.06% |
3 Year | 37.08% | 19.72% |
5 Year | 51.45% | 19.72% |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.27% | 7.41% |
Sharp | 0.93% | - |
Beta | 0.95% | - |
Alpha | 2.64% | - |
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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 | 27.71 |
Large Cap | 56.06 | 64.35 |
Small Cap | 3.01 | 3.41 |
Mid Cap | 9.03 | 4.48 |
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 17.38 | 34.34 |
Energy | 9.3 | 7.29 |
Automobile | 6.09 | 1.79 |
Textiles | 0.32 | - |
Healthcare | 3.69 | 2.31 |
Financial | 24.14 | 24.78 |
Technology | 4.66 | 5.42 |
Construction | 3.56 | 0.03 |
Metals & Mining | 2.56 | 0.78 |
Capital Goods | 2.16 | 1.56 |
Materials | 2.32 | 2.48 |
Services | 2.94 | 2.22 |
Sovereign | 2.27 | 10.11 |
Consumer Staples | 3.96 | 5.98 |
Insurance | 0.35 | 0.59 |
Chemicals | 0.82 | - |
Communication | 2.95 | - |
Diversified | - | 0.27 |
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