LIC MF Balanced Advantage Fund Regular vs HSBC Balanced Advantage Fund compare
LIC MF Balanced Advantage Fund Regular - Growth
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart 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 | -2.1% | -1.82% |
6 Month | 6.16% | 6.47% |
1 Year | 15.66% | 18.45% |
3 Year | 9.12% | 10.21% |
5 Year | - | 10.76% |
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 13.78% | 15.05% |
3 Year | - | 15.13% |
5 Year | - | 12.71% |
Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.59% | 8.47% |
3 Year | - | 8.89% |
5 Year | - | 8.9% |
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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Get Free Experts GuidanceScheme 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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