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

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

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ITI Balanced Advantage Fund Regular - Growth

LIC MF Balanced Advantage Fund Regular - Growth

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)	₹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

Trailing Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	0.64%	0.96%
6 Month	7.83%	11.25%
1 Year	25.95%	18.25%
3 Year	12.18%	-
5 Year	-	-

SIP Return Analysis

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	8.19%	7.1%
3 Year	19.99%	16.77%
5 Year	29.14%	16.77%

Rolling Lumpsum Returns

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	11.04%	10.06%
3 Year	26.26%	19.72%
5 Year	33.52%	19.72%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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