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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
LIC MF Balanced Advantage Fund Growth
+6.77%
3Y annualised
-0.14% 1D
NAV: 15 May '26
₹13.09
Min. for SIP
₹200
Fund size (AUM)
₹681.03 Cr
Expense ratio
2.34%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,007 | +0.05% | |
| 6 months | ₹30,000 | ₹29,509 | -1.64% | |
| 1 year | ₹60,000 | ₹58,236 | -2.94% | |
| 3 years | ₹1,80,000 | ₹1,86,625 | +3.68% |
Holdings (109)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.68% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 7.43% |
| Reliance Industries Ltd. | Energy | Equity | 4.72% |
| ICICI Bank Ltd. | Financial | Equity | 4.53% |
| State Bank of India | Financial | Equity | 4.31% |
| GOI | Sovereign | GOI Sec | 3.75% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.49% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.52% |
| GOI | Sovereign | GOI Sec | 2.26% |
| Infosys Ltd. | Technology | Equity | 2.04% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.69% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.63% |
| GOI | Sovereign | GOI Sec | 1.56% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.56% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.56% |
| Axis Bank Ltd. | Financial | Equity | 1.51% |
| Garware Hi-Tech Films Ltd. | Chemicals | Equity | 1.51% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.49% |
| Tata Power Company Ltd. | Energy | Equity | 1.46% |
| Shakti Pumps (India) Ltd. | Capital Goods | Equity | 1.39% |
| NTPC Ltd. | Energy | Equity | 1.33% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.26% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.26% |
| Bharti Airtel Ltd. | Communication | Equity | 1.24% |
| Ultratech Cement Ltd. | Construction | Equity | 1.19% |
| MAS Financial Services Ltd. | Financial | Equity | 1.17% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.17% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.16% |
| Orkla India Ltd. | Consumer Staples | Equity | 1.14% |
| Manorama Industries Ltd. | Consumer Staples | Equity | 1.13% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.99% |
| SRF Ltd. | Chemicals | Equity | 0.91% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.88% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 0.87% |
| ITC Ltd. | Consumer Staples | Equity | 0.86% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.81% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.76% |
| Swaraj Engines Ltd. | Capital Goods | Equity | 0.74% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.73% |
| Lodha Developers Ltd. | Construction | Equity | 0.69% |
| Interglobe Aviation Ltd. | Services | Equity | 0.67% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.65% |
| Tata Communications Ltd. | Communication | Equity | 0.62% |
| Mahanagar Gas Ltd. | Energy | Equity | 0.60% |
| Abbott India Ltd. | Healthcare | Equity | 0.54% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.53% |
| ISGEC Heavy Engineering Ltd. | Capital Goods | Equity | 0.53% |
| Birla Corporation Ltd. | Construction | Equity | 0.53% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.51% |
| Tech Mahindra Ltd. | Technology | Equity | 0.49% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.46% |
| MOIL Ltd. | Metals & Mining | Equity | 0.45% |
| Grasim Industries Ltd. | Construction | Equity | 0.45% |
| L&T Technology Services Ltd. | Technology | Equity | 0.42% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.41% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.40% |
| Godfrey Phillips India Ltd. | Consumer Staples | Equity | 0.40% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.36% |
| Gabriel India Ltd. | Automobile | Equity | 0.35% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.34% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.34% |
| TVS Holdings Ltd. | Automobile | Equity | 0.34% |
| JK Cement Ltd. | Construction | Equity | 0.33% |
| Crisil Ltd. | Services | Equity | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.29% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.28% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.27% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 0.27% |
| Eicher Motors Ltd. | Automobile | Equity | 0.26% |
| HCL Technologies Ltd. | Technology | Equity | 0.25% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.23% |
| Bajaj Finance Ltd. | Financial | Equity | 0.21% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.20% |
| Pfizer Ltd. | Healthcare | Equity | 0.20% |
| Mphasis Ltd. | Technology | Equity | 0.19% |
| Godrej Properties Ltd. | Construction | Equity | 0.14% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.13% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.13% |
| DCB Bank Ltd. | Financial | Equity | 0.12% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 0.11% |
| 360 One Wam Ltd. | Financial | Equity | 0.10% |
| Tata Motors Ltd. | Automobile | Equity | 0.08% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.01% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.00% |
| Eicher Motors Ltd. | Automobile | Futures | -0.05% |
| HCL Technologies Ltd. | Technology | Futures | -0.07% |
| Tech Mahindra Ltd. | Technology | Futures | -0.09% |
| Axis Bank Ltd. | Financial | Futures | -0.11% |
| Mphasis Ltd. | Technology | Futures | -0.18% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.32% |
| Infosys Ltd. | Technology | Futures | -0.36% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Futures | -0.40% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.41% |
| ITC Ltd. | Consumer Staples | Futures | -0.47% |
| Ultratech Cement Ltd. | Construction | Futures | -0.50% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.52% |
| SRF Ltd. | Chemicals | Futures | -0.60% |
| NTPC Ltd. | Energy | Futures | -0.64% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.78% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.80% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.82% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Futures | -0.84% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.86% |
| HDFC Bank Ltd. | Financial | Futures | -1.10% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -1.16% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.26% |
| Tata Power Company Ltd. | Energy | Futures | -1.47% |
| Tata Consultancy Services Ltd. | Technology | Futures | -1.94% |
| Reliance Industries Ltd. | Energy | Futures | -2.46% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹200
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -4.9% | -4.4% | +6.8% | +6.2% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 37 | 28 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Growth | -1.13% | +14.48% | 1,05,377.65 | |
ICICI Prudential Balanced Advantage Growth | +3.45% | +11.57% | 70,551.44 | |
SBI Balanced Advantage Fund Growth | +2.59% | +11.50% | 40,732.17 | |
Nippon India Balanced Advantage Fund Growth | +1.22% | +10.94% | 9,620.30 | |
DSP Dynamic Asset Allocation Fund Growth | +2.76% | +10.78% | 3,661.26 | |
| Compare | ||||
Fund management
SASudhanshu AsthanaApr 2026 - PresentView details
SA
Sudhanshu Asthana
Apr 2026 - Present
View details
RSRahul SinghOct 2021 - PresentView details
RS
Rahul Singh
Oct 2021 - Present
View details
About LIC MF Balanced Advantage Fund Growth
LIC MF Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by LIC Mutual Fund. This scheme was made available to investors on 20 Apr 1994. Sudhanshu Asthana is the Current Fund Manager of LIC MF Balanced Advantage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹48,379 Cr and the Latest NAV as of 15 May 2026 is ₹13.09.
The LIC MF Balanced Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹200. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#20 in India
Total AUM₹48,379.12 Cr
Date of Incorporation20 Apr 1994
Launch Date20 Apr 1994
AddressIndustrial Assurance BuildingGround Floor, Opp. Churchgate Station Mumbai 400020
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,