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LIC MF Balanced Advantage Fund Regular - Growth
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹13.22
(-0.69%)
Current NAV 08-05-2025
-
8.96%
Returns
-
Min. SIP ₹1000
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 08-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.85% | 0.16% | 0.48% |
| 1M | 4.42% | 5.85% | -0.89% |
| 3M | 1.06% | 1.71% | -3.19% |
| 6M | 0.29% | -0.54% | -3.77% |
| 1Y | 8.96% | 7.4% | 5.5% |
| 2Y | 11.37% | 15.17% | 12.28% |
| 3Y | 10.81% | 12.48% | 9.65% |
| 5Y | 0% | 14.7% | 12.81% |
| ALL | 8.33% | 9.73% | 11.41% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 7.46% | 0.22% | 0% | 0% |
| Category | 8.43% | 0.48% | 0.48% | 0.48% |
Riskometer
Comparison Of LIC MF Balanced Advantage Fund Regular - Growth
Compare your fund with the top category schemes.
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.81% (p.a.)
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.92% (p.a.)
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.81% (p.a.)
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.16% (p.a.)
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.81% (p.a.)
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.76% (p.a.)
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.81% (p.a.)
ITI Balanced Advantage Fund Regular - Growth
3Y Returns10.83% (p.a.)
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Start SIPPortfolio Summary (as on 28-Feb-2025)
An insight into your portfolio composition.
Equity67.71% Debt20.72% Others11.57%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 22%
Industrials 11%
Technology 8%
Basic Materials 8%
Consumer Cyclical 7%
Top 5 Companies of Equity
HDFC Bank Ltd 7%
Reliance Industries Ltd 4%
Tata Consultancy Services Ltd 4%
Mahindra & Mahindra Ltd 4%
Kotak Mahindra Bank Ltd 3%
Debt Market Cap
Top 5 Sectors of Debt
21%
Top 5 Companies of Debt
7.18% Govt Stock 2037 7%
Reliance Utilities And Power Private Limited 7%
7.26% Govt Stock 2032 5%
7.54% Govt Stock 2036 1%
Others Market Cap
Top 5 Sectors of Others
12%
Top 5 Companies of Others
Cash Offset For Derivatives 7%
Treps 4%
Net Receivables / (Payables) 0%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From LIC Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| LIC MF Gold ETF Fund of Fund -Regular Plan-Growth | 10.2% | 28.26% | 25.05% | 33.9% | 14.62% | |
| LIC MF ELSS Tax Saver - Regular Plan - Growth | 4.54% | -0.47% | -3.02% | 11.08% | 21.87% | |
| LIC MF Multi Cap Fund Regular - Growth | 6.78% | -2.37% | -7.42% | 10.65% | 0% | |
| LIC MF Bond Fund-Regular Plan-Growth | 1.05% | 3.52% | 5.2% | 10.49% | 5.52% | |
| LIC MF Government Securities Fund-Regular Plan-Growth | 0.83% | 3.75% | 4.93% | 10.06% | 5.32% | |
| LIC MF Government Securities Fund-PF Plan-Growth | 0.83% | 3.75% | 4.93% | 10.06% | 5.32% | |
| LIC MF S & P BSE Sensex Index Fund-Regular Plan-Growth | 8.15% | 2.97% | 0.71% | 9.38% | 20.49% |
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Chat with usFrequently Asked Questions
What is the current NAV of LIC MF Balanced Advantage Fund Regular - Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of LIC MF Balanced Advantage Fund Regular - Growth as of 08-05-2025 is 13.2192.
What is the benchmark of LIC MF Balanced Advantage Fund Regular - Growth?
LIC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is LIC MF Balanced Advantage Fund Regular - Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of LIC MF Balanced Advantage Fund Regular - Growth?
The fund's top 5 sectors holdings are Financial Services, Industrials, Technology, Basic Materials, Consumer Cyclical, ,
How can I redeem my investments in LIC MF Balanced Advantage Fund Regular - Growth?
Redeeming your investments in LIC MF Balanced Advantage Fund Regular - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Yogesh Patil, Rahul Singh, Jaiprakash Toshniwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of LIC MF Balanced Advantage Fund Regular - Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of LIC MF Balanced Advantage Fund Regular - Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of LIC MF Balanced Advantage Fund Regular - Growth is Rs 791.3 Crs. Crs.
Should I invest in LIC MF Balanced Advantage Fund Regular - Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in LIC MF Balanced Advantage Fund Regular - Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
