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
| 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) | ₹60545 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 | 1.46 | 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 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.42% | 2.12% |
| 6 Month | 3.05% | 5.34% |
| 1 Year | 13.05% | 12.32% |
| 3 Year | 12.48% | 10.43% |
| 5 Year | 12.75% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 8.66% | 11.53% |
| 3 Year | 13.87% | 12.42% |
| 5 Year | 14.18% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.04% | 12.59% |
| 3 Year | 11.77% | - |
| 5 Year | 12.33% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.41% |
| Sharp | 1.07% | - |
| Beta | 0.64% | - |
| Alpha | 3.64% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 35 | 7 |
| ICICI Prudential Balanced Advantage Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 10.31 | 2.87 |
| Small Cap | 2.56 | 10.68 |
| Large Cap | 59.12 | 57.38 |
| Mid Cap | 8.3 | 6.09 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 10.31 | 2.87 |
| Cement & Cement Products | 1.69 | 1.36 |
| Petroleum Products | 2.6 | 4.32 |
| Electrical Equipment | 0.11 | 0.29 |
| IT - Software | 6.18 | 11.58 |
| IT - Services | 0.12 | - |
| Construction | 2.75 | 1.21 |
| Finance | 2.82 | 2.98 |
| Consumer Durables | 1.6 | - |
| Diversified FMCG | 3.87 | 3.52 |
| Non - Ferrous Metals | 0.87 | 0.77 |
| Banks | 13.57 | 23.39 |
| Units of Real Estate Investment Trust (REITs) | 2.76 | - |
| Pharmaceuticals & Biotechnology | 2.81 | 3.12 |
| Leisure Services | 0.26 | - |
| Automobiles | 8.71 | 5.49 |
| Auto Components | 2.3 | 0.62 |
| Ferrous Metals | 0.59 | - |
| Units of Infrastructure Investment Trusts | 0.3 | - |
| Chemicals & Petrochemicals | 0.42 | 1.8 |
| Transport Services | 1.07 | - |
| Insurance | 1.75 | 0.09 |
| Capital Markets | 1.19 | - |
| Retailing | 3.44 | - |
| Realty | 0.08 | - |
| Oil | 0.52 | - |
| Food Products | 0.97 | 0.19 |
| Industrial Products | 1.09 | 5.23 |
| Telecom - Services | 1.53 | 0.53 |
| Healthcare Services | 0.24 | - |
| Fertilizers & Agrochemicals | 0.72 | - |
| Beverages | 0.13 | 0.36 |
| Power | 2.35 | 2.53 |
| Transport Infrastructure | 0.2 | - |
| Textiles & Apparels | 0.1 | - |
| Gas | 0.01 | - |
| Commercial Services & Supplies | 0.12 | - |
| Industrial Manufacturing | 0.14 | 0.71 |
| Media | - | 0.87 |
| Personal Products | - | 0.51 |
| Agricultural Food & other Products | - | 0.94 |
| Aerospace & Defense | - | 1.24 |
| Minerals & Mining | - | 0.5 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns20.27%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns17.88%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns5.86%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.77%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns9.98%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns4.94%