LIC MF Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹791 Cr | ₹1504 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 Nov 2021 | 07 Feb 2011 |
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 | % | 49% |
Expense Ratio | 2.28 | 2.11 |
Manager | Yogesh Patil | Mahesh A Chhabria |
ISIN Code | INF767K01QV6 | INF917K01KY4 |
Exits Load | 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 0.9% | 1.35% |
6 Month | 1.89% | -0.12% |
1 Year | 9.58% | 7.01% |
3 Year | 10.32% | 11.04% |
5 Year | - | 12.12% |
SIP Return Analysis
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 2.2% | 0.95% |
1 Year | 4.71% | 1.73% |
3 Year | 10.72% | 11.6% |
5 Year | - | 10.46% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.72% | 8.61% |
3 Year | 9.89% | 9.03% |
5 Year | - | 9.29% |
Risk Management
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.461% | 6.954% |
Sharp | 0.22% | 0.453% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Yogesh Patil | Mahesh A Chhabria |
Total AUM | ₹5898 Cr | ₹15021 Cr |
Funds Managed | 7 | 9 |
LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 27.03 | 34.98 |
Large Cap | 47.48 | 35.51 |
Small Cap | 14.34 | 17.5 |
Mid Cap | 11.15 | 12.01 |
Sector Allocation
Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 25.56 | 34.7 |
Energy | 5.03 | 2.98 |
Technology | 7.92 | 8.81 |
Consumer Defensive | 3.37 | 2.37 |
Industrials | 11.21 | 7.87 |
Financial Services | 21.93 | 21.09 |
Utilities | 2.83 | 3.73 |
Basic Materials | 7.5 | 1.87 |
Healthcare | 5.26 | 6.65 |
Consumer Cyclical | 6.88 | 7.2 |
Communication Services | 2.51 | - |
Real Estate | - | 2.71 |
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