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 | 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 | -1.16% | -3.5% |
| 6 Month | 0.95% | -0.1% |
| 1 Year | 11.01% | 10.4% |
| 3 Year | 9.29% | 10.19% |
| 5 Year | - | 10.18% |
| Scheme Name | LIC MF Balanced Advantage Fund Regular - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.57% | 5.99% |
| 3 Year | 11.12% | 12.98% |
| 5 Year | - | 11.51% |
| 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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| 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 | 51.86 |
| Large Cap | 57.38 | 31.05 |
| Mid Cap | 6.09 | 16.92 |
| Small Cap | 10.68 | 19.75 |
| Scheme Name |
LIC MF Balanced Advantage Fund Regular - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 2.87 | 51.86 |
| Petroleum Products | 4.32 | 2.12 |
| IT - Software | 11.58 | 4.47 |
| Construction | 1.21 | 2.37 |
| Finance | 2.98 | 4.23 |
| Diversified FMCG | 3.52 | - |
| Non - Ferrous Metals | 0.77 | 0.17 |
| Banks | 23.39 | 12.63 |
| Pharmaceuticals & Biotechnology | 3.12 | 7.59 |
| Industrial Products | 5.23 | 4.5 |
| Cement & Cement Products | 1.36 | - |
| Chemicals & Petrochemicals | 1.8 | 0.61 |
| Automobiles | 5.49 | 0.77 |
| Media | 0.87 | - |
| Personal Products | 0.51 | 0.16 |
| Telecom - Services | 0.53 | - |
| Agricultural Food & other Products | 0.94 | - |
| Food Products | 0.19 | - |
| Power | 2.53 | 3.5 |
| Electrical Equipment | 0.29 | 1.53 |
| Aerospace & Defense | 1.24 | 0.46 |
| Auto Components | 0.62 | 0.84 |
| Minerals & Mining | 0.5 | - |
| Beverages | 0.36 | 1.72 |
| Industrial Manufacturing | 0.71 | - |
| Insurance | 0.09 | - |
| Capital Markets | - | 3.37 |
| Healthcare Services | - | 0.96 |
| Paper, Forest & Jute Products | - | 0.81 |
| Fertilizers & Agrochemicals | - | 1.17 |
| Realty | - | 3.79 |
| Consumer Durables | - | 4.41 |
| Financial Technology (Fintech) | - | 1.55 |
| Retailing | - | 1.7 |
| Commercial Services & Supplies | - | 0.72 |
| Leisure Services | - | 1.57 |
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