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

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94251 Cr	₹791 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	11 Sep 2000	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	21.38%	%
Expense Ratio	1.35	2.28
Manager	Anil Bamboli	Yogesh Patil
ISIN Code	INF179K01830	INF767K01QV6
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	4.14%	4.85%
6 Month	-5.38%	-3.05%
1 Year	7.02%	7.83%
3 Year	18.88%	9.01%
5 Year	27.22%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-1.26%	-0.07%
1 Year	-2.02%	2.82%
3 Year	17.92%	10.16%
5 Year	20.87%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	18.17%	12.72%
3 Year	15.89%	9.89%
5 Year	14.91%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	9.701%	7.461%
Sharp	1.207%	0.22%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Name	Anil Bamboli	Yogesh Patil
Total AUM	₹135442 Cr	₹5898 Cr
Funds Managed	12	7
	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Others	45.54	27.03
Large Cap	52.58	47.48
Small Cap	6.1	14.34
Mid Cap	6.45	11.15

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Others	43.92	25.56
Communication Services	2.71	2.51
Energy	7.4	5.03
Technology	5.37	7.92
Industrials	8.87	11.21
Basic Materials	2	7.5
Financial Services	22.36	21.93
Consumer Cyclical	5.5	6.88
Consumer Defensive	2.65	3.37
Real Estate	1.44	-
Healthcare	4.17	5.26
Utilities	4.3	2.83