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

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LIC MF Balanced Advantage Fund Regular - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.36%	-1.78%
6 Month	-2.69%	-3.57%
1 Year	7.01%	5.71%
3 Year	8.65%	10.01%
5 Year	-	9.8%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	0.7%	-0.84%
3 Year	8.93%	10.59%
5 Year	-	10.15%

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%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	6.758%	6.562%
Sharp	0.447%	0.612%
Beta	-	-
Alpha	-	-

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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	2.87	52.08
Large Cap	57.38	33.67
Mid Cap	6.09	15.24
Small Cap	10.68	18.76

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	2.87	52.08
Petroleum Products	4.32	1.99
IT - Software	11.58	4.97
Construction	1.21	2.32
Finance	2.98	4
Diversified FMCG	3.52	-
Non - Ferrous Metals	0.77	0.09
Banks	23.39	12.4
Pharmaceuticals & Biotechnology	3.12	7.17
Industrial Products	5.23	4.55
Cement & Cement Products	1.36	-
Chemicals & Petrochemicals	1.8	0.59
Automobiles	5.49	0.76
Media	0.87	-
Personal Products	0.51	0.14
Telecom - Services	0.53	-
Agricultural Food & other Products	0.94	-
Food Products	0.19	-
Power	2.53	3.41
Electrical Equipment	0.29	1.73
Aerospace & Defense	1.24	0.44
Auto Components	0.62	0.79
Minerals & Mining	0.5	-
Beverages	0.36	1.78
Industrial Manufacturing	0.71	-
Insurance	0.09	-
Capital Markets	-	3.27
Healthcare Services	-	1.11
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Consumer Durables	-	4.71
Financial Technology (Fintech)	-	1.72
Retailing	-	1.74
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77