LIC MF Balanced Advantage Fund Regular vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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LIC MF 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	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	Very High	Very High
Asset Size (Cr)	₹378 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	1.54%	1.99%
6 Month	-2.26%	1.01%
1 Year	5.48%	11.12%
3 Year	10.24%	10.27%
5 Year	11.77%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	0.21%	1.24%
1 Year	0.04%	3.86%
3 Year	10.77%	10.3%
5 Year	10.15%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	13.11%	12.72%
3 Year	10.01%	9.89%
5 Year	6.18%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	7.494%	7.461%
Sharp	0.221%	0.22%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	35.82	27.03
Large Cap	54.6	47.48
Mid Cap	4.68	11.15
Small Cap	4.9	14.34

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	34.87	25.56
Communication Services	3.81	2.51
Energy	5.19	5.03
Industrials	4.19	11.21
Technology	8.86	7.92
Basic Materials	4.99	7.5
Financial Services	23.69	21.93
Healthcare	3.62	5.26
Consumer Cyclical	5.96	6.88
Consumer Defensive	2.65	3.37
Real Estate	0.32	-
Utilities	1.85	2.83