LIC MF Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 1.96% | 1.03% |
| 2 Year Return | 20.13% | 10.99% |
| 3 Year Return | 33.85% | 29.11% |
| 4 Year Return | N/A | 41.83% |
| 5 Year Return | N/A | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 2.04% | - |
AMC: LIC
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 20 Oct 2021
Fund Manager: Mr. Mahesh Bendre
Minimum Purchase: ₹5,000
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.
Lock-in: 0
Risk: Moderate Risk
LIC MF Balanced Advantage Fund is managed by LIC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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