LIC MF Balanced Advantage Fund Growth Return
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- 3M
- 6M
- 1Y
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- 5Y
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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
2.34
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
Summary
LIC MF Balanced Advantage Fund Growth NAV is ₹13.4018 as of 22 Jun, 2026. LIC MF Balanced Advantage Fund Growth has delivered 21.96% returns since its launch. The minimum SIP investment amount in LIC MF Balanced Advantage Fund Growth is ₹200. The AUM of LIC MF Balanced Advantage Fund Growth is ₹675 Cr. The expense ratio of the fund is 2.34%, and its benchmark is Nifty 50 Total Returns Index. The current exit load of the fund is 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.. In the last 1M months, LIC MF Balanced Advantage Fund Growth has delivered 2.16% returns.
LIC MF Balanced Advantage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.16 | 0.07 | 126.76 |
| 6M | -1.99 | 1.53 | 126.76 |
| 1Y | -3.41 | 3.94 | 126.76 |
| 3Y | 6.84 | 12.24 | 126.76 |
Portfolio Analysis
- Equity: 72.38%
- Debt: 27.62%
- Others
As on: 2026-05-31
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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 2.34. Under the expert guidance of Sudhanshu Asthana ,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
Sudhanshu Asthana
Mr. Sudhanshu holds M.A in Economics from Mumbai University and Diploma in Investment Management from NMIMS. He has over Over 13 years experience as an equity fund manager. His prior assignments includes Barclays Wealth India and SBI Fund Management.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Parag Parikh Dynamic Asset Allocation Fund Growth | 0 | 2691.13 CR | 0.61 |
| Mahindra Manulife Arbitrage Fund Growth | 0 | 121.08 CR | 1.13 |
| NJ Arbitrage Fund Growth | 1 | 270.68 CR | 0.88 |
| Mirae Asset Arbitrage Fund Growth | 3 | 3642.6 CR | 0.93 |
| LIC MF Balanced Advantage Fund Growth | 1 | 675.48 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundParag Parikh Dynamic Asset Allocation Fund Growth | 3.8472 | 0 |
| This FundMahindra Manulife Arbitrage Fund Growth | 5.1998 | 18.0569 |
| This FundNJ Arbitrage Fund Growth | 5.3376 | 19.9621 |
| This FundMirae Asset Arbitrage Fund Growth | 5.6239 | 21.5601 |
| This FundLIC MF Balanced Advantage Fund Growth | -3.4073 | 21.9558 |
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 2.34. 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 : 2.16%
- 6 Months : -1.99%
- 1 Year : -3.41%
- 3 Years : 6.84%
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.
