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

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option LIC MF Balanced Advantage Fund Regular - Growth
1 Month -0.8% 4.85%
6 Month 1.98% -0.26%
1 Year 12.89% 10%
3 Year 11.83% 9.76%
5 Year 12.32% -

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option LIC MF Balanced Advantage Fund Regular - Growth
6 Month - 1.24%
1 Year 8.2% 3.86%
3 Year 14.52% 10.3%
5 Year 13.96% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 6.21% 7.461%
Sharp 0.79% 0.22%
Beta 0.86% -
Alpha 2.82% -

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Fund Managers

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
Funds Managed 12 7
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option LIC MF Balanced Advantage Fund Regular - Growth

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

LIC MF Balanced Advantage Fund Regular - Growth

Others 41.92 27.03
Large Cap 51.08 47.48
Mid Cap 11.66 11.15
Small Cap 7.54 14.34

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

LIC MF Balanced Advantage Fund Regular - Growth

Others 41.92 25.56
Petroleum Products 2.38 -
IT - Software 7.22 -
Cement & Cement Products 1.12 -
IT - Services 0.27 -
Construction 2.1 -
Consumer Durables 2.52 -
Diversified FMCG 3.49 -
Banks 15.43 -
Automobiles 2.54 -
Aerospace & Defense 0.98 -
Electrical Equipment 1.62 -
Pharmaceuticals & Biotechnology 1.85 -
Ferrous Metals 0.52 -
Realty 1.82 -
Transport Infrastructure 2.16 -
Personal Products 1.61 -
Industrial Products 0.4 -
Telecom - Services 4.13 -
Insurance 2.85 -
Finance 1.76 -
Transport Services 0.46 -
Retailing 1.61 -
Power 3.35 -
Financial Technology (Fintech) 1.09 -
Healthcare Services 0.24 -
Auto Components 1.47 -
Diversified 0.55 -
Other Utilities 0.36 -
Beverages 1.42 -
Textiles & Apparels 0.74 -
Food Products 0.52 -
Leisure Services 1.7 -
Energy - 5.03
Technology - 7.92
Consumer Defensive - 3.37
Industrials - 11.21
Financial Services - 21.93
Utilities - 2.83
Basic Materials - 7.5
Healthcare - 5.26
Consumer Cyclical - 6.88
Communication Services - 2.51

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