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 | ₹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 | 0.89% | 2.12% |
| 6 Month | 2.8% | 5.34% |
| 1 Year | 15.34% | 12.32% |
| 3 Year | 12.45% | 10.43% |
| 5 Year | 12.37% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.93% | 11.53% |
| 3 Year | 14.42% | 12.42% |
| 5 Year | 13.94% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.38% | 12.59% |
| 3 Year | 11.8% | - |
| 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% | 7.41% |
| Sharp | 0.79% | - |
| Beta | 0.86% | - |
| Alpha | 2.82% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.7%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.7%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.19%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.34%
HDFC Overnight Fund - Growth Option
3Y Returns5.85%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns5.91%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns5.88%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns5.92%