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	4.85%	2.55%
6 Month	-3.05%	-4.39%
1 Year	7.83%	5.58%
3 Year	9.01%	9.83%
5 Year	-	13.32%

Scheme Name	LIC MF Balanced Advantage Fund Regular - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-0.07%	-2.38%
1 Year	2.82%	-1.17%
3 Year	10.16%	10.93%
5 Year	-	10.16%

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	7.461%	6.954%
Sharp	0.22%	0.453%
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
Funds Managed	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	27.03	34.98
Large Cap	47.48	35.51
Small Cap	14.34	17.5
Mid Cap	11.15	12.01

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