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

HDFC Balanced Advantage Fund - Growth Plan

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LIC MF Balanced Advantage Fund Regular - Growth

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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	-1.4%	-0.49%
6 Month	8.58%	9.04%
1 Year	29.35%	18.14%
3 Year	20.46%	9.66%
5 Year	20.15%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	16.47%	13.78%
3 Year	24.5%	-
5 Year	24.5%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	18.18%	12.59%
3 Year	15.79%	-
5 Year	14.82%	-

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

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