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

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94251 Cr	₹791 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	11 Sep 2000	12 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	21.38%	%
Expense Ratio	1.35	2.28
Manager	Anil Bamboli	Yogesh Patil
ISIN Code	INF179K01830	INF767K01QV6
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	3.13%	3.35%
6 Month	2.55%	3.37%
1 Year	6.68%	11.28%
3 Year	21.96%	12.11%
5 Year	26.81%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	4.63%	4.5%
1 Year	6.55%	9.39%
3 Year	19.32%	12.24%
5 Year	21.17%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	17.82%	11.73%
3 Year	16.09%	9.71%
5 Year	15.02%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	9.701%	7.461%
Sharp	1.207%	0.22%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Name	Anil Bamboli	Yogesh Patil
Total AUM	₹135442 Cr	₹5898 Cr
Funds Managed	12	7
	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Others	45.54	27.03
Large Cap	52.58	47.48
Small Cap	6.1	14.34
Mid Cap	6.45	11.15

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	LIC MF Balanced Advantage Fund Regular - Growth
Others	43.92	25.56
Communication Services	2.71	2.51
Energy	7.4	5.03
Technology	5.37	7.92
Industrials	8.87	11.21
Basic Materials	2	7.5
Financial Services	22.36	21.93
Consumer Cyclical	5.5	6.88
Consumer Defensive	2.65	3.37
Real Estate	1.44	-
Healthcare	4.17	5.26
Utilities	4.3	2.83