LIC MF Balanced Advantage Fund Regular vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowLIC MF Balanced Advantage Fund Regular - Growth
Invest NowChart 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 | 1.34% | 2.12% |
6 Month | 4.57% | 5.34% |
1 Year | 13.57% | 12.32% |
3 Year | 8.73% | 10.43% |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.89% | 11.53% |
3 Year | 13.7% | 12.42% |
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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Get Free Experts GuidanceScheme 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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