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LIC MF Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

LIC MF Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹200 & Lump. ₹5000

AUM (Fund size)

₹675 Cr

Lock In Period

N/A

Expense Ratio

3.05

Exit Load

12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units.1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units.Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Benchmark

Nifty 50 Total Returns Index

LIC MF Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.00-0.17126.76
6M-0.421.63126.76
1Y-3.224.20126.76
3Y6.7013.24126.76

Portfolio Analysis

  • Equity: 72.38%
  • Debt: 27.62%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.4.83%
2. ICICI Bank Ltd.4.55%
3. Kotak Mahindra Bank Ltd.1.64%
4. Axis Bank Ltd.1.55%
5. AU Small Finance Bank Ltd.1.42%
6. Karur Vysya Bank Ltd.0.13%

1. Sun Pharmaceutical Industries Ltd.2.58%
2. Divi's Laboratories Ltd.2.08%
3. Torrent Pharmaceuticals Ltd.1.73%
4. IPCA Laboratories Ltd.0.83%

1. Navin Fluorine International Ltd.3.90%
2. SRF Ltd.1.95%

1. Coforge Ltd.1.42%
2. Persistent Systems Ltd.1.02%
3. Oracle Financial Services Software Ltd.0.90%
4. Tech Mahindra Ltd.0.50%
5. HCL Technologies Ltd.0.25%
6. Mphasis Ltd.0.19%

1. Bharti Airtel Ltd.1.21%
2. Tata Communications Ltd.0.78%
3. Bharti Hexacom Ltd.0.72%

1. Tata Power Company Ltd.1.40%
2. NTPC Ltd.1.30%

1. Larsen & Toubro Ltd.2.58%

1. Tata Steel Ltd.1.55%
2. JSW Steel Ltd.0.95%

1. CG Power and Industrial Solutions Ltd.1.70%
2. Siemens Energy India Ltd.0.73%

1. Bharat Heavy Electricals Ltd.1.60%
2. Techno Electric & Engineering Co. Ltd.0.68%
3. Isgec Heavy Engineering Ltd.0.08%

1. Garware Hi-Tech Films Ltd.2.32%

1. Thermax Ltd.2.03%

1. Solar Industries India Ltd.1.89%

1. Hitachi Energy India Ltd.1.71%

1. Power Finance Corporation Ltd.1.63%

1. Shriram Finance Ltd.1.40%
2. Bajaj Finance Ltd.0.20%

1. Ultratech Cement Ltd.1.19%
2. JK Cement Ltd.0.33%

1. Nippon Life India Asset Management Ltd.1.44%

1. Hindalco Industries Ltd.1.38%

1. Shakti Pumps (India) Ltd.1.30%

1. Mahindra & Mahindra Ltd.0.98%
2. Maruti Suzuki India Ltd.0.27%

1. Tata Consumer Products Ltd.1.20%

About Fund LIC MF Balanced Advantage Fund Growth

LIC MF Balanced Advantage Fund Growth managed by LIC Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹675 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 3.05. Under the expert guidance of Manoj Bajpai ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Manoj Bajpai

Mr. Manoj Bajpai holds PGDBA, Finance, B.Sc, Engineering-Regional Institute of Technology, Jamshedpur. Prior to joining the LIC AMC, he was associated with Blue Ashva Capital LLP, Barclays Securities India Private Limited and Julius Baer Wealth dvisors (India) Private Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
WhiteOak Capital Aggressive Hybrid Fund Growth00 CR
Mahindra Manulife Arbitrage Fund Growth0126.38 CR1.87
PGIM India Balanced Advantage Fund Growth1797.63 CR2.55
NJ Arbitrage Fund Growth1270.68 CR1.65
LIC MF Balanced Advantage Fund Growth1675.48 CR3.05
Fund Name1Y3Y
This FundWhiteOak Capital Aggressive Hybrid Fund Growth00
This FundMahindra Manulife Arbitrage Fund Growth5.364518.1683
This FundPGIM India Balanced Advantage Fund Growth-3.410619.8882
This FundNJ Arbitrage Fund Growth5.489919.9005
This FundLIC MF Balanced Advantage Fund Growth-3.220521.4831

LIC MF Balanced Advantage Fund Growth FAQs

LIC MF Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of LIC MF Balanced Advantage Fund Growth is 3.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

LIC MF Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 4.00%
  • 6 Months : -0.42%
  • 1 Year : -3.22%
  • 3 Years : 6.70%
Returns of LIC MF Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 13.6503 as on Jul 10,2026. Since inception, the return has been 21.48%.

You can invest in LIC MF Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of LIC MF Balanced Advantage Fund Growth is ₹675 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in LIC MF Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.