LIC MF Balanced Advantage Fund Regular - Growth

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Dynamic Asset Allocation NAV 11.2427 0 29 September, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open-ended
Investment Plan Growth
Launch Date 12 November, 2021
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index
Asset Size(Cr) 1032.3073
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Expense Ratio 2.13
Fund Manager Yogesh Patil, Rahul Singh, Jaiprakash Toshniwal
Fund House LIC Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.29% 0.63% 0.52%
1 M 1.18% 1.77% 1.91%
3 M 5.58% 8.18% 6.89%
6 M 7.43% 10.55% 8.9%
1 Y 10.29% 13.21% 11.2%
2 Y - 11.19% 7.77%
3 Y - 21.98% 12.65%
5 Y - 12.69% 8.82%
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jul, 2023)

Assets Allocation

Sector Holdings
Others 12.57%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
LIC MF Balanced Advantage Fund Regular - Growth 10.29% 0% 0%

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