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LIC MF Balanced Advantage Fund Regular vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹60347 Cr | ₹791 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 30 Dec 2006 | 12 Nov 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | % |
| Expense Ratio | 1.48 | 2.28 |
| Manager | Sharmila D'mello | Yogesh Patil |
| ISIN Code | INF109K01BH2 | INF767K01QV6 |
| Exits Load | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 3% | 1.99% |
| 6 Month | 0.99% | 1.01% |
| 1 Year | 10.87% | 11.12% |
| 3 Year | 12.53% | 10.27% |
| 5 Year | 17.42% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.7% | 1.24% |
| 1 Year | 5.92% | 3.86% |
| 3 Year | 12.88% | 10.3% |
| 5 Year | 13.07% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.05% | 12.72% |
| 3 Year | 11.77% | 9.89% |
| 5 Year | 12.39% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.461% |
| Sharp | 0.74% | 0.22% |
| Beta | 0.69% | - |
| Alpha | 2.58% | - |
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Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Sharmila D'mello | Yogesh Patil |
| Total AUM | ₹354743 Cr | ₹5898 Cr |
| Funds Managed | 35 | 7 |
| ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 50.87 | 27.03 |
| Large Cap | 59.33 | 47.48 |
| Mid Cap | 5.71 | 11.15 |
| Small Cap | 0.93 | 14.34 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 50.61 | 25.56 |
| Communication Services | 2.6 | 2.51 |
| Energy | 3.73 | 5.03 |
| Industrials | 5.43 | 11.21 |
| Technology | 6.35 | 7.92 |
| Consumer Cyclical | 13.79 | 6.88 |
| Basic Materials | 4.97 | 7.5 |
| Financial Services | 19.55 | 21.93 |
| Consumer Defensive | 4.85 | 3.37 |
| Healthcare | 3.1 | 5.26 |
| Real Estate | 0.09 | - |
| Utilities | 1.76 | 2.83 |
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