• Home
  • Mutual Funds
  • LIC MF Balanced Advantage Fund Growth

LIC MF Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

LIC MF Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹200 & Lump. ₹5000

AUM (Fund size)

₹685 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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.430.13126.76
6M0.922.29126.76
1Y-1.354.86126.76
3Y6.3812.67126.76

Portfolio Analysis

  • Equity: 74.46%
  • Debt: 25.53%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.4.91%
2. Axis Bank Ltd.2.35%
3. AU Small Finance Bank Ltd.2.23%
4. Karur Vysya Bank Ltd.0.84%

1. Sun Pharmaceutical Industries Ltd.2.63%
2. Divi's Laboratories Ltd.2.03%
3. Torrent Pharmaceuticals Ltd.1.79%
4. Neuland Laboratories Ltd.0.79%

1. Navin Fluorine International Ltd.4.15%
2. SRF Ltd.1.94%

1. Shriram Finance Ltd.2.28%
2. Bajaj Finance Ltd.2.13%

1. Coforge Ltd.1.44%
2. Persistent Systems Ltd.1.19%
3. Oracle Financial Services Software Ltd.0.96%

1. Larsen & Toubro Ltd.2.59%

1. CG Power and Industrial Solutions Ltd.1.74%
2. Siemens Energy India Ltd.0.69%

1. Solar Industries India Ltd.2.28%

1. Tata Steel Ltd.1.38%
2. JSW Steel Ltd.0.90%

1. Nippon Life India Asset Management Ltd.2.26%

1. Thermax Ltd.2.07%

1. Kirloskar Oil Engines Ltd.2.07%

1. Bharti Airtel Ltd.1.21%
2. Bharti Hexacom Ltd.0.71%

1. InterGlobe Aviation Ltd.1.70%

1. Radico Khaitan Ltd.1.61%

1. KEI Industries Ltd.1.58%

1. Bharat Heavy Electricals Ltd.1.57%

1. Eternal Ltd.1.55%

1. Hitachi Energy India Ltd.1.53%

1. Apollo Hospitals Enterprise Ltd.1.53%

1. Ultratech Cement Ltd.1.15%
2. JK Cement Ltd.0.34%

1. VARUN BEVERAGES LIMITED1.44%

1. Shakti Pumps (India) Ltd.1.43%

1. Mahindra & Mahindra Ltd.1.41%

1. Endurance Technologies Ltd.1.35%

1. Tata Power Company Ltd.1.26%

1. Hindalco Industries Ltd.1.15%

1. Samvardhana Motherson International Ltd.1.08%

1. Multi Commodity Exchange Of India Ltd.1.04%

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 ₹685 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
Unifi Dynamic Asset Allocation Fund Growth01,290 CR1.98
Mahindra Manulife Arbitrage Fund Growth0126 CR1.87
NJ Arbitrage Fund Growth1272 CR1.65
PGIM India Balanced Advantage Fund Growth1770 CR2.55
LIC MF Balanced Advantage Fund Growth1684 CR3.05
Fund Name1Y3Y
This FundUnifi Dynamic Asset Allocation Fund Growth7.49210
This FundMahindra Manulife Arbitrage Fund Growth5.443418.2018
This FundNJ Arbitrage Fund Growth5.568319.9871
This FundPGIM India Balanced Advantage Fund Growth-1.106120.1581
This FundLIC MF Balanced Advantage Fund Growth-1.354920.3966

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 : 0.43%
  • 6 Months : 0.92%
  • 1 Year : -1.35%
  • 3 Years : 6.38%
Returns of LIC MF Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 13.7056 as on Jul 31,2026. Since inception, the return has been 20.40%.

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 ₹685 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.