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
| 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 | Very High |
| Asset Size (Cr) | ₹882 Cr | ₹1446 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 Nov 2021 | 01 Jan 2013 |
| 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 | 2.21 | 2.12 |
| Manager | Yogesh Patil | Mahesh A Chhabria |
| ISIN Code | INF767K01QV6 | INF917K01KY4 |
| Exits Load | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.96% | 0.98% |
| 6 Month | 11.25% | 10.57% |
| 1 Year | 18.25% | 23.64% |
| 3 Year | - | 11.7% |
| 5 Year | - | 11.86% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.1% | 8.57% |
| 3 Year | 16.77% | 21.35% |
| 5 Year | 16.77% | 33.62% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.24% | 8.46% |
| 3 Year | - | 8.93% |
| 5 Year | - | 8.95% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.41% | 5.55% |
| Sharp | - | 0.82% |
| Beta | - | 0.73% |
| Alpha | - | 1.73% |
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| 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 |
| Fund Manage | 7 | 9 |
| LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.71 | 33.62 |
| Large Cap | 64.35 | 30.99 |
| Mid Cap | 4.48 | 18.95 |
| Small Cap | 3.41 | 16.44 |
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.34 | 2.29 |
| Diversified | 0.27 | - |
| Technology | 5.42 | 3.94 |
| Consumer Staples | 5.98 | 4.63 |
| Metals & Mining | 0.78 | 0.97 |
| Financial | 24.78 | 33.15 |
| Automobile | 1.79 | 1.22 |
| Capital Goods | 1.56 | 4.76 |
| Energy | 7.29 | 6.84 |
| Sovereign | 10.11 | 11.69 |
| Materials | 2.48 | 3.09 |
| Construction | 0.03 | 6.93 |
| Healthcare | 2.31 | 7.24 |
| Services | 2.22 | 7.59 |
| Insurance | 0.59 | - |
| Chemicals | - | 1.32 |
| Communication | - | 2.74 |
| Consumer Discretionary | - | 1.12 |
| Textiles | - | 0.48 |
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