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 | Very High | Very High |
| Asset Size (Cr) | ₹369 Cr | ₹882 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 31 Dec 2019 | 05 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 | 2.36 | 2.21 |
| Manager | Vikrant Mehta | Yogesh Patil |
| ISIN Code | INF00XX01655 | INF767K01QV6 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.97% | -0.49% |
| 6 Month | 6.28% | 9.04% |
| 1 Year | 21.22% | 18.14% |
| 3 Year | 8.44% | 9.66% |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.79% | 13.78% |
| 3 Year | 13.82% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.31% | 12.59% |
| 3 Year | 10.37% | - |
| 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 | 37.92 | 27.71 |
| Large Cap | 53.68 | 64.35 |
| Mid Cap | 3.99 | 4.48 |
| Small Cap | 4.42 | 3.41 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 17.11 | 34.34 |
| Financial | 32.89 | 24.78 |
| Communication | 6.98 | - |
| Capital Goods | 1.93 | 1.56 |
| Services | 8.43 | 2.22 |
| Consumer Staples | 0.53 | 5.98 |
| Construction | 1.48 | 0.03 |
| Automobile | 0 | 1.79 |
| Energy | 8.06 | 7.29 |
| Consumer Discretionary | 3.02 | - |
| Metals & Mining | 1.15 | 0.78 |
| Technology | 4.34 | 5.42 |
| Sovereign | 4.24 | 10.11 |
| Healthcare | 6.01 | 2.31 |
| Materials | 0.51 | 2.48 |
| Insurance | 3.33 | 0.59 |
| Diversified | - | 0.27 |
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