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 Risk	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	-0.63%	-2.36%
6 Month	-3.19%	-2.69%
1 Year	3.03%	7.01%
3 Year	7.95%	8.65%
5 Year	5.84%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	-1.93%	0.37%
3 Year	10.19%	8.63%
5 Year	9.8%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	13.49%	12.72%
3 Year	10.1%	9.89%
5 Year	6.27%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	7.494%	6.758%
Sharp	0.221%	0.447%
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
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