LIC MF Balanced Advantage Fund Regular vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹8282 Cr | ₹882 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 15 Nov 2004 | 05 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 | 2.21 |
| 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 | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.95% | 0.96% |
| 6 Month | 10.47% | 11.25% |
| 1 Year | 23.99% | 18.25% |
| 3 Year | 11.56% | - |
| 5 Year | 13.78% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.75% | 7.1% |
| 3 Year | 24.88% | 16.77% |
| 5 Year | 43.32% | 16.77% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.6% | 10.06% |
| 3 Year | 33.64% | 19.72% |
| 5 Year | 46.21% | 19.72% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 6.21% | 7.41% |
| Sharp | 0.88% | - |
| Beta | 0.2% | - |
| Alpha | 3.93% | - |
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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 | 24.97 | 27.71 |
| Large Cap | 50.08 | 64.35 |
| Mid Cap | 10.11 | 4.48 |
| Small Cap | 2.14 | 3.41 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 11.62 | 34.34 |
| Healthcare | 1.79 | 2.31 |
| Automobile | 5 | 1.79 |
| Financial | 27.5 | 24.78 |
| Capital Goods | 3.94 | 1.56 |
| Services | 1.66 | 2.22 |
| Technology | 5.05 | 5.42 |
| Communication | 4.27 | - |
| Metals & Mining | 2.52 | 0.78 |
| Consumer Discretionary | 0.56 | - |
| Textiles | 0.6 | - |
| Consumer Staples | 6.86 | 5.98 |
| Materials | 0.86 | 2.48 |
| Construction | 2.11 | 0.03 |
| Energy | 6.09 | 7.29 |
| Sovereign | 6.38 | 10.11 |
| Diversified | 0.49 | 0.27 |
| Insurance | - | 0.59 |
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