LIC MF Balanced Advantage Fund Regular vs Nippon India Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8282 Cr	₹791 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	15 Nov 2004	12 Nov 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	334%	%
Expense Ratio	1.76	2.28
Manager	Ashutosh Bhargava	Yogesh Patil
ISIN Code	INF204K01596	INF767K01QV6
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	-0.8%	-2.36%
6 Month	1.98%	-2.69%
1 Year	12.89%	7.01%
3 Year	11.83%	8.65%
5 Year	12.32%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	8.2%	0.7%
3 Year	14.52%	8.93%
5 Year	13.96%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	14.38%	12.72%
3 Year	11.8%	9.89%
5 Year	12.32%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	6.21%	6.758%
Sharp	0.79%	0.447%
Beta	0.86%	-
Alpha	2.82%	-

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Name	Ashutosh Bhargava	Yogesh Patil
Total AUM	₹121448 Cr	₹5898 Cr
Fund Manage	12	7
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	41.92	2.87
Large Cap	51.08	57.38
Mid Cap	11.66	6.09
Small Cap	7.54	10.68

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	41.92	2.87
Petroleum Products	2.38	4.32
IT - Software	7.22	11.58
Cement & Cement Products	1.12	1.36
IT - Services	0.27	-
Construction	2.1	1.21
Consumer Durables	2.52	-
Diversified FMCG	3.49	3.52
Banks	15.43	23.39
Automobiles	2.54	5.49
Aerospace & Defense	0.98	1.24
Electrical Equipment	1.62	0.29
Pharmaceuticals & Biotechnology	1.85	3.12
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	0.51
Industrial Products	0.4	5.23
Telecom - Services	4.13	0.53
Insurance	2.85	0.09
Finance	1.76	2.98
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	2.53
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	0.62
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	0.36
Textiles & Apparels	0.74	-
Food Products	0.52	0.19
Leisure Services	1.7	-
Non - Ferrous Metals	-	0.77
Chemicals & Petrochemicals	-	1.8
Media	-	0.87
Agricultural Food & other Products	-	0.94
Minerals & Mining	-	0.5
Industrial Manufacturing	-	0.71