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

HDFC Balanced Advantage Fund - Growth Plan

LIC MF Balanced Advantage Fund Regular - Growth

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)	₹89878 Cr	₹882 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	01 Feb 1994	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	21.38%	%
Expense Ratio	1.36	2.21
Manager	Anil Bamboli	Yogesh Patil
ISIN Code	INF179K01830	INF767K01QV6
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	0.8%	0.96%
6 Month	14.14%	11.25%
1 Year	37.88%	18.25%
3 Year	25.15%	-
5 Year	22.06%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	16.09%	7.1%
3 Year	46.46%	16.77%
5 Year	86.54%	16.77%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	23.04%	10.06%
3 Year	65.03%	19.72%
5 Year	91.64%	19.72%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	9.4%	7.41%
Sharp	1.72%	-
Beta	0.99%	-
Alpha	11.94%	-

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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
Fund Manage	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
Large Cap	51.6	64.35
Others	34.85	27.71
Mid Cap	6.11	4.48
Small Cap	7.44	3.41

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Banks	16.75	-
Others	33.27	34.34
Consumable Fuels	3.64	-
Power	4.33	-
Petroleum Products	4.65	-
Construction	4.33	0.03
IT - Software	4.11	-
Diversified FMCG	2.39	-
Telecom - Services	2.17	-
Finance	4.33	-
Pharmaceuticals & Biotechnology	3.16	-
Automobiles	2.62	-
Gas	1	-
Aerospace & Defense	2.96	-
Industrial Manufacturing	1.87	-
Realty	1.28	-
Transport Infrastructure	0.96	-
Electrical Equipment	0.62	-
Auto Components	0.97	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Insurance	0.8	0.59
Oil	0.39	-
Consumer Durables	0.45	-
Diversified Metals	0.28	-
Industrial Products	0.27	-
Chemicals & Petrochemicals	0.2	-
Healthcare Services	0.17	-
Ferrous Metals	0.26	-
Entertainment	0.15	-
Food Products	0.12	-
Non - Ferrous Metals	0.12	-
Metals & Minerals Trading	0.09	-
Transport Services	0.15	-
Capital Markets	0.08	-
Cement & Cement Products	0.13	-
Fertilizers & Agrochemicals	0.09	-
Financial Technology (Fintech)	0.04	-
Leisure Services	0.06	-
Retailing	0.03	-
Personal Products	0.01	-
Agricultural Food & other Products	0.01	-
Sovereign	-	10.11
Financial	-	24.78
Energy	-	7.29
Automobile	-	1.79
Consumer Staples	-	5.98
Technology	-	5.42
Capital Goods	-	1.56
Services	-	2.22
Materials	-	2.48
Metals & Mining	-	0.78
Healthcare	-	2.31
Diversified	-	0.27