LIC MF Balanced Advantage Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.3% | - | - | 7.1% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 12% of the unit alloted shall be redeemed 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. |
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Fund Objective
The investment objective of the scheme is to provide capital appreciation/ income to the investors from a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Fund Managers
Yogesh Patil
Mr Yogesh Patil, MBA (Finance), joined LIC AMC in October 2018 as a Fund Manager and quickly moved ranks to become the Head of Equities in April 2021. He has more than eighteen (18) years of experience in the buy and sell side of the Indian equity markets. He manages some of LIC’s top-performing funds like LIC Large and Midcap Fund, LIC Equity Hybrid Fund, LIC Tax saver Fund, LIC Multicap Fund, and LIC Large cap Fund. Before joining LIC MF, Mr Patil worked at Canara Robeco AMC as Senior Fund Manager and Sahara Mutual Fund as Equity Research Analyst.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- 54,412
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20.7%Fund Size - 54,412
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31.1%Fund Size - 54,412
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13.9%Fund Size - 54,412
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- 8,906
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12.8%Fund Size - 8,906
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19.9%Fund Size - 8,906
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12.3%Fund Size - 8,906
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- 45,584
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12.1%Fund Size - 45,584
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19.8%Fund Size - 45,584
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11%Fund Size - 45,584
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- 6,357
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13.3%Fund Size - 6,357
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19.8%Fund Size - 6,357
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10.6%Fund Size - 6,357
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- 6,711
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12.3%Fund Size - 6,711
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18.7%Fund Size - 6,711
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10.3%Fund Size - 6,711
AMC Contact Details
Frequently Asked Questions
How to invest in LIC MF Balanced Advantage Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for LIC MF Balanced Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of LIC MF Balanced Advantage Fund ?
How to redeem LIC MF Balanced Advantage Fund holding ?
What is the minimum sip amount of LIC MF Balanced Advantage Fund?
What are the top sectors LIC MF Balanced Advantage Fund has invested in??
- ICICI Bank - 8.6%
- Reliance Industr - 7.61%
- HDFC Bank - 7.02%
- Infosys - 4.29%
- St Bk of India - 3.73%
How much returns have LIC MF Balanced Advantage Fund generated ?
What is the expense ratio of LIC MF Balanced Advantage Fund ?
What is the AUM of LIC MF Balanced Advantage Fund?
What are the top stock holdings of LIC MF Balanced Advantage Fund?
- ICICI Bank - 8.6%
- Reliance Industr - 7.61%
- HDFC Bank - 7.02%
- Infosys - 4.29%
- St Bk of India - 3.73%