LIC MF Balanced Advantage Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹382 Cr | ₹791 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Dec 2019 | 12 Nov 2021 |
| 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 | % | % |
| Expense Ratio | 2.37 | 2.28 |
| Manager | Vikrant Mehta | Yogesh Patil |
| ISIN Code | INF00XX01655 | INF767K01QV6 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.25% | -1.16% |
| 6 Month | -1.85% | 0.95% |
| 1 Year | 7.44% | 11.01% |
| 3 Year | 7.68% | 9.29% |
| 5 Year | 5.91% | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.35% | 7.57% |
| 3 Year | 11.66% | 11.12% |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.77% | 12.59% |
| 3 Year | 10.27% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.14% | 7.41% |
| Sharp | 0.66% | - |
| Beta | 0.76% | - |
| Alpha | 1.36% | - |
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| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Vikrant Mehta | Yogesh Patil |
| Total AUM | ₹698 Cr | ₹5898 Cr |
| Fund Manage | 8 | 7 |
| ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 15.23 | 2.87 |
| Large Cap | 58.44 | 57.38 |
| Small Cap | 3.87 | 10.68 |
| Mid Cap | 3.53 | 6.09 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 15.23 | 2.87 |
| Telecom - Services | 3.76 | 0.53 |
| Petroleum Products | 4.6 | 4.32 |
| Electrical Equipment | 2.78 | 0.29 |
| IT - Software | 7.25 | 11.58 |
| Construction | 1.38 | 1.21 |
| Non - Ferrous Metals | 0.83 | 0.77 |
| Banks | 14.36 | 23.39 |
| Pharmaceuticals & Biotechnology | 2.75 | 3.12 |
| Ferrous Metals | 0.81 | - |
| Automobiles | 2.06 | 5.49 |
| Insurance | 4.66 | 0.09 |
| Diversified FMCG | 2.36 | 3.52 |
| Agricultural Food & other Products | 0.46 | 0.94 |
| Realty | 0.35 | - |
| Consumer Durables | 1.86 | - |
| Industrial Products | 3.33 | 5.23 |
| Finance | 0.97 | 2.98 |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | - |
| Cement & Cement Products | 0.99 | 1.36 |
| Power | 4.45 | 2.53 |
| Retailing | 1.86 | - |
| Capital Markets | 1.09 | - |
| Chemicals & Petrochemicals | - | 1.8 |
| Media | - | 0.87 |
| Personal Products | - | 0.51 |
| Food Products | - | 0.19 |
| Aerospace & Defense | - | 1.24 |
| Auto Components | - | 0.62 |
| Minerals & Mining | - | 0.5 |
| Beverages | - | 0.36 |
| Industrial Manufacturing | - | 0.71 |
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