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Compare Mutual Funds
Comparing LIC MF Balanced Advantage Fund vs Invesco India Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - dynamic asset allocation, hybrid
- dynamic asset allocation, hybrid
- Fund Age
- 3 yrs 7 m
- 12 yrs 4 m
- Fund Size
- ₹757 Crs
- ₹943 Crs
- 3 months
- 8.27%
- 6.03%
- 6 months
- 4.04%
- 0.11%
- 1 year
- 12.47%
- 7.66%
- 3 year
- 14.01%
- 16.14%
- 5 year
- NA
- 16.57%
- Standard Deviation
- 7.99
- 8.57
- Sharpe
- 0.71
- 0.91
- Beta
- 0.72
- 0.79
- Sortino
- 1.12
- 1.36
- Alpha
- 1.35
- 2.99
- Top 3 sectors
- Financial (22.19%)
- Technology (8.96%)
- Capital Goods (8.490000000000002%)
- Unclassified (13.0%)
- Financial (12.58%)
- Healthcare (9.36%)
- Top 5 holdings
- GOI (13.27%)
- HDFC Bank Ltd. (7.18%)
- Jamnagar Utilities and Power Pvt. Ltd. (6.83%)
- Reliance Industries Ltd. (4.35%)
- Tata Consultancy Services Ltd. (4.04%)
- HDFC Bank Ltd. (6.51%)
- Larsen & Toubro Ltd. (6.4%)
- Invesco India Short Duration Fund Direct-Growth (5.93%)
- Invesco India Money Market Fund Direct-Growth (5.39%)
- GOI (5.35%)
- Equity%
- 63.97360828%
- 59.97%
- Debt%
- 20.0832537%
- 18.71452%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.62%
- 6.18%
- Modified Duration
- 5.87 yrs
- 1.13 yrs
- Avg. Maturity
- 8.87 yrs
- 1.37 yrs
- Avg. Credit Quality
- Low (SOV)
- Low (Cash & Call Money)
- Expense Ratio
- 0.8%
- 0.79%
- Exit Load
- 1.0% know more
- 0.25% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Min. Investment
- SIP ₹1000 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Yogesh Patil
- Rahul Singh
- Jaiprakash Toshniwal
- Amit Ganatra
- Dhimant Kothari
- Krishna Venkat Cheemalapati
