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)	₹94866 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	-2.03%	-1.16%
6 Month	-2.63%	0.95%
1 Year	11.96%	11.01%
3 Year	19.97%	9.29%
5 Year	19.36%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	4.05%	7.57%
3 Year	20.51%	11.12%
5 Year	22.44%	-

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	46.37	2.87
Large Cap	54.24	57.38
Small Cap	7.04	10.68
Mid Cap	6.84	6.09

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Others	46.37	2.87
Telecom - Services	2.55	0.53
Petroleum Products	4.95	4.32
Electrical Equipment	0.68	0.29
IT - Software	4.29	11.58
Pharmaceuticals & Biotechnology	4.04	3.12
Industrial Manufacturing	1.49	0.71
Cement & Cement Products	0.19	1.36
Transport Services	0.53	-
Construction	4.24	1.21
Finance	4.25	2.98
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	23.39
Diversified FMCG	2.77	3.52
Non - Ferrous Metals	0.12	0.77
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	5.49
Aerospace & Defense	1.44	1.24
Power	4.23	2.53
Insurance	0.84	0.09
Personal Products	0.01	0.51
Gas	0.78	-
Agricultural Food & other Products	0.04	0.94
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	0.19
Entertainment	0.11	-
Industrial Products	0.34	5.23
Auto Components	0.88	0.62
Chemicals & Petrochemicals	0.37	1.8
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	0.5
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	-
Media	-	0.87
Beverages	-	0.36